Dynamic Wealth Advisors
Dynamic Wealth Advisors is an SEC-registered mass-market adviser in Surprise, AZ with $140.1M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Dynamic Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 169792, SEC 801-126979, data through 2025-06-30.
- AUM (assets under management / regulatory AUM)
- $140.1M (2025-06-30)
- Firm type
- Mass-Market Adviser
- Location
- Surprise, AZ
- Employees
- 4
- Clients
- 266
- CRD
- 169792
- Ownership
- CARLINI, ADAM, CHARLES
How much AUM does Dynamic Wealth Advisors have?
Dynamic Wealth Advisors reported $140.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-06-30).
Who owns Dynamic Wealth Advisors?
Disclosed owners and executives of Dynamic Wealth Advisors include CARLINI, ADAM, CHARLES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.