Dean Wealth Management, LLC
Dean Wealth Management, LLC (CRD# 172563) is a financial advisory firm headquartered in Lindale, TX. They manage $45,643,242 in 375 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Dean Wealth Management, LLC
By the Numbers
-
Total Assets Under Management46MILLION
-
Total Number of Accounts375ACCOUNTS
-
Average Account Value$121,715
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Dean Wealth Management, LLC
1
David Breedlove (CRD# 29577) is an Investment Advisor Representative working at Dean Wealth Management, LLC in Lindale, TX and has over 27 years of experience in the finance industry.
2
Benjamin Dean (CRD# 1985201) is an Investment Advisor Representative working at Dean Wealth Management, LLC in Lindale, TX and has over 34 years of experience in the finance industry.
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