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Managing Member & Chief Compliance Officer · Dean Wealth Partners, LLC

Max Dean

CRD 2922564 · Named on Form ADV at one SEC-registered adviser

At a glance

Dean Wealth Partners, LLC, an SEC-registered wealth manager based in Austin, TX with $250 million in regulatory assets, lists Max Dean on its Form ADV as Managing Member & Chief Compliance Officer, a control person.

Firms and roles

  • Dean Wealth Partners, LLCManaging Member & Chief Compliance OfficerWealth manager · Austin, TX · $250M in regulatory assets

AtlasMembers

Max’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Max’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.