Max Dean
Investment adviser representative at Dean Wealth Partners, LLC
21 yearsExperience
1 stateRegistered in
$249.8MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Dean Wealth Partners, LLCNov 2018 to now
- Purshe Kaplan Sterling InvestmentsNov 2018 to now
- Ameriprise Financial Services, Inc.Sep 2005 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (TX).
Dean Wealth Partners, LLC
$249.8MAssets managed
192Clients
2Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2922564
- Firm CRD
- 298237