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DYNAMIC WEALTH ADVISORS
14749 W. Mountain View Blvd.
Suite 144
Surprise, Arizona 85374
Tel: 623-466-6060
About DYNAMIC WEALTH ADVISORS
DYNAMIC WEALTH ADVISORS, formally registered with the SEC as DYNAMIC WEALTH ADVISORS. The firm was established in 12/02/2022. They have over 1 offices throughout the country.
DYNAMIC WEALTH ADVISORS is a Surprise, Arizona based Financial Planning firm with nearly $125,897,568 assets under management, offering retirement planning & investment advisory services to 685 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 169792 |
| SEC# | 801-126979 |
| Assets Managed by Firm | $125,897,568 |
| No. of Clients | 685 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 685 | $125,897,568 |
| Individuals (other than high net worth individuals) | 208 | $46,168,505 |
| High net worth individuals | 58 | $79,729,063 |
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|---|---|---|---|
| $57,786,360,253 | 69 | 121 | |
| $32,630,475,936 | 25 | 152 | |
| $22,942,793,322 | 142 | 123 | |
| $6,370,551,613 | 20 | 105 | |
| $6,072,332,268 | 87 | 17 |
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