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Dynasty Wealth Management, LLC

● SEC registered since 2010CRD 153377SEC# 801-71301St. Petersburg, FL
Export (members)
Reg. AUM
$8.67B
Employees
150
Accounts
20,147
Location
St. Petersburg, FL

Dynasty Wealth Management, LLC assets under management

Dynasty Wealth Management, LLC is an investment advisory firm registered with the SEC based in St. Petersburg, FL. The firm has been registered since 2010. It reports $8.7 billion in regulatory assets under management and employs 150 people.
www.linkedin.com/company/dynasty-connect/posts/?feedview=allView on SEC.gov ↗

Dynasty Wealth Management, LLC owners & executives

9 reported
NameTitleOwnershipSince
Andrew Thomas Butte ControlChief Compliance OfficerUnder 5%2023
Dynasty Financial Partners, LLC ControlLlc Member-OwnerOver 75%2012
Jonathan Richard Morris ControlChief Legal And Governance OfficerUnder 5%2012
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Frequently asked questions

How much does Dynasty Wealth Management, LLC manage?

Dynasty Wealth Management, LLC reports $8.7 billion in regulatory assets under management on its Form ADV.

How many employees does Dynasty Wealth Management, LLC have?

Dynasty Wealth Management, LLC reports 150 employees.

Where is Dynasty Wealth Management, LLC located?

Dynasty Wealth Management, LLC is based in St. Petersburg, FL and has been SEC-registered since 2010.

Does Dynasty Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address200 Central Avenue, 15th Floor, St. Petersburg, FL 33701
Phone727-865-4809
Office hours9a.m. - 5p.m.
SEC regionMiami Regional Office (MIRO)
CIK1727599
Discloses disciplinary historyNo

Assets under management

Discretionary$8.67B
Non-discretionary$0
Total (RAUM)$8.67B