Overview
Assets Under Management: $140 million
Headquarters: SURPRISE, AZ
High-Net-Worth Clients: 36
Average Client Assets: $2.1 million
Frequently Asked Questions
DYNAMIC WEALTH ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #169792), DYNAMIC WEALTH ADVISORS is subject to fiduciary duty under federal law.
DYNAMIC WEALTH ADVISORS is headquartered in SURPRISE, AZ.
DYNAMIC WEALTH ADVISORS serves 36 high-net-worth clients according to their SEC filing dated June 30, 2025. View client details ↓
According to their SEC Form ADV, DYNAMIC WEALTH ADVISORS offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
DYNAMIC WEALTH ADVISORS manages $140 million in client assets according to their SEC filing dated June 30, 2025.
According to their SEC Form ADV, DYNAMIC WEALTH ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.15%
Average Client Assets: $2.1 million
Total Client Accounts: 829
Discretionary Accounts: 829
Regulatory Filings
CRD Number: 169792
Filing ID: 1999776
Last Filing Date: 2025-06-30 13:31:00