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| hi!! I just updated the data, let me know if anything looks off, I'll fix it! |
| Dynamic Wealth Advisors
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|---|---|
| CRD # | 169792 |
| SEC # | 801-126979 |
| CIK # | |
| AUM | $140.1 M (2025-06-30) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 623-466-6060 |
| Address | 14749 W Mountain View Blvd Surprise, AZ 85374 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 268 | 64.2 |
| (b) Individuals (high net worth individuals) | 36 | 75.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 829 | 140.1 |
| By Discretionary | ||
| Discretionary | 829 | 140.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 829 | 140.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 140.1 | |
| Total | 829 | 140.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pruneyard Financial Group Inc
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|
CA | 0.1 |
|
First American Asset Advisory LLC
✚
|
NY | 0.1 |
|
Summa Global Advisors LLC
✚
|
OR | 0.1 |
|
Bartley Financial Advisors LLC
✚
|
NH | 0.1 |
|
CFC Planning Company LLC
✚
|
IN | 0.1 |
|
Sieben Wealth Planning LLC
✚
|
0.1 | |
|
Kensington Financial Advisors LLC
✚
|
NJ | 0.1 |
|
Greenway Wealth Advisors LLC
✚
|
NC | 0.1 |
|
Bright Investments LLC
✚
|
AL | 0.1 |
|
KC Asset Management Inc
✚
|
0.1 |