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Dynamic Wealth Advisors

● SEC registered since 2022CRD 169792SEC# 801-126979Surprise, AZ
Export (members)
Reg. AUM
$140.1M
Employees
4
Accounts
829
Location
Surprise, AZ

Dynamic Wealth Advisors assets under management

Dynamic Wealth Advisors is an SEC-registered investment adviser based in Surprise, AZ. The firm has been registered since 2022. It reports $140.1 million in regulatory assets under management and employs 4 people.
www.dynamicwealthmgt.comView on SEC.gov ↗

Dynamic Wealth Advisors owners & executives

1 reported
NameTitleOwnershipSince
Adam Charles Carlini ControlPresident, Treasurer, Chief Investment Officer, Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Dynamic Wealth Advisors manage?

Dynamic Wealth Advisors reports $140.1 million in regulatory assets under management on its Form ADV.

How many employees does Dynamic Wealth Advisors have?

Dynamic Wealth Advisors reports 4 employees.

Where is Dynamic Wealth Advisors located?

Dynamic Wealth Advisors is based in Surprise, AZ and has been SEC-registered since 2022.

Does Dynamic Wealth Advisors disclose fund performance?

Dynamic Wealth Advisors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address14749 W. Mountain View Blvd., Suite 144, Surprise, AZ 85374
Phone623-466-6060
Fax623-466-9298
Office hours9 a.m. To 5 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$140.1M
Non-discretionary$0
Total (RAUM)$140.1M