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Dynamic Wealth Group, LLC

● SEC registered since 2023CRD 326607SEC# 801-128038
Export (members)
Reg. AUM
$138.9M
Employees
4
Accounts
1
Location

Dynamic Wealth Group, LLC assets under management

Dynamic Wealth Group, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2023. It reports $138.9 million in regulatory assets under management and employs 4 people.

Dynamic Wealth Group, LLC owners & executives

6 reported
NameTitleOwnershipSince
Andy John ArmstrongChief Compliance OfficerUnder 5%2023
Bradley Mitchell Barrie ControlPrincipalUnder 5%2023
David Howard Johnson ControlPrincipalUnder 5%2023
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Frequently asked questions

How much does Dynamic Wealth Group, LLC manage?

Dynamic Wealth Group, LLC reports $138.9 million in regulatory assets under management on its Form ADV.

How many employees does Dynamic Wealth Group, LLC have?

Dynamic Wealth Group, LLC reports 4 employees.

Does Dynamic Wealth Group, LLC disclose fund performance?

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

Contact & registration

Phone702-602-4007
Office hours9:00 To 4:00
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$138.9M
Non-discretionary$0
Total (RAUM)$138.9M