DYNAMIC WEALTH ADVISORS

2415 East Camelback Road
Suite 700
Phoenix, Arizona 85016
Tel: (877) 257-3840

About DYNAMIC WEALTH ADVISORS

DYNAMIC WEALTH ADVISORS, formally registered with the SEC as DYNAMIC WEALTH ADVISORS. The firm was established in 03/04/2011. They have over 55 offices throughout the country.

DYNAMIC WEALTH ADVISORS is a Phoenix, Arizona based Financial Planning firm with nearly $4,829,248,145 assets under management, offering retirement planning & investment advisory services to 14988 clients. The firm is staffed with 125 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	151367
SEC#	801-72203
Assets Managed by Firm	$4,829,248,145
No. of Clients	14988
No. of Advisors	125

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (ASSET-BASED AND FLAT FEES FOR MODEL PORTFOLIO ADVISER SERVICES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (MODEL PORTFOLIO ADVISER SERVICES FOR THIRD PARTY PROGRAM)

Firm Client Information

	No. of Clients	AUM
Firm Total	14988	$4,829,248,145
Individuals (other than high net worth individuals)	3768	$834,535,711
High net worth individuals	1506	$3,517,938,261
Pension and profit sharing plans	136	$151,509,667
Charitable organizations	17	$35,557,087
Other investment advisers	6	$145,390,298
Corporations or other businesses	43	$144,317,121

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