DEAN WEALTH PARTNERS, LLC

Overview

Dean Wealth Partners, LLC is an SEC-registered limited liability company that provides financial planning and portfolio management services primarily to individuals and families. The firm operates under an owner-type classified as individual and uses a mix of fee arrangements—percentage of assets under management, hourly charges and fixed fees—allowing flexibility across client engagements. Its advisory scope covers financial planning and discretionary portfolio management for individuals, small businesses and institutional/business clients. Dean Wealth Partners does not position itself as a capital allocator; instead it relies on third-party managers for access to many alternative strategies. The firm is not an active ESG investor and does not register as a multi-state adviser or pension consultant. Dean Wealth’s investment approach centers on public funds as the primary vehicle for client exposure, with separate allocations made to externally managed alternative funds for clients who require private-market access or enhanced income and diversification. The firm maintains industry relationships with broker-dealers, accounting firms and insurance companies to support comprehensive client solutions and distribution of non‑mutual fund products when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices