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DYNASTY WEALTH MANAGEMENT, LLC
CRD 153377 · SEC 801-71301
200 CENTRAL AVENUE, 15TH FLOOR, ST. PETERSBURG, FL, 33701, United States
Phone
727-865-4809
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$13.88B
Discretionary AUM
$13.88B
Team
200 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Other investment advisers | 17 | $13.88B |
States served
AL, CA, GA, IL, KS, KY, ME, MD, MA, MN, NV, NJ, NY, OH, OR, PA, TN, VA, WI, MO, TX, CT, FL
All web addresses on file
- https://www.linkedin.com/company/dynasty-connect/posts/?feedView=all
- https://twitter.com/dynastyfp
- http://www.dynastyfinancialpartners.com
- https://www.linkedin.com/company/1572077/
- https://www.youtube.com/channel/UC8rtEVxqkyetyYwHSdhjqCg
- https://www.facebook.com/DynastyFP/
- https://www.instagram.com/thedynastyfp/?hl=en
Official SEC filing: View on IAPD