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⚲
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| Dynamic Wealth Advisors
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| |
|---|---|
| CRD # | 169792 |
| SEC # | 801-126979 |
| CIK # | |
| AUM | $125.9 MM (2024-06-27) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 623-466-6060 |
| Address | 14749 W Mountain View Blvd Surprise, AZ 85374 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 208 | 46.2 |
| (b) Individuals (high net worth individuals) | 58 | 79.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 685 | 125.9 |
| By Discretionary | ||
| Discretionary | 685 | 125.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 685 | 125.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 125.9 | |
| Total | 685 | 125.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Brazos Capital LLC
✚
|
TX | 0.1 |
|
SJHL Financial Services LLC
✚
|
KS | 0.1 |
|
Avant Capital LLC
✚
|
LA | 0.1 |
|
Nardis Advisors LLC
✚
|
NY | 0.1 |
|
Frankly Finances LLC
✚
|
FL | 0.1 |
|
Paller Financial Services Inc
✚
|
CO | 0.1 |
|
Fellowship Investment Advisors LLC
✚
|
FL | 0.1 |
|
Light Financial Services Inc
✚
|
ND | 0.1 |
|
Value Investment Professionals LLC
✚
|
NY | 0.1 |
|
Sheets Smith Investment Management LLC
✚
|
TX | 0.1 |