Dynamic Wealth Group LLC

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Assets, Funds, Holdings

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Dynamic Wealth Group LLC
CRD #326607
SEC #801-128038
CIK #
AUM $74.1 MM (2024-03-14)
Employees 4 (100% Investors, 0% Brokers)
Phone702-602-4007
Address1600 Villa Rica Dr
Henderson, NV 89052
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
806448321602009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 74.1
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1 74.1
By Discretionary
Discretionary 1 74.1
Non-Discretionary 0 0.0
Total 1 74.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 74.1
Total 1 74.1
Comparable Firms State AUM ($BB)
Chadler Investment Advisory Solutions LLC
NJ 0.1
Navigate 401K LLC
AL 0.1
Equbot Inc
CA 0.1
Candide Group LLC
CA 0.1
Marketdesk Indices LLC
MO 0.1
CBIZ Financial Solutions Inc
OH 0.0
Ned Davis Research Inc
FL 0.0
McMorgan & Company
CA 0.0
AEW Advisors Inc
MA 0.0
Mullintbg Advisory Services LLC
CA 0.0
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