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DYNAMIC WEALTH ADVISORS
CRD 169792 · SEC 801-126979
14749 W. MOUNTAIN VIEW BLVD., SUITE 144, SURPRISE, AZ, 85374, United States
Phone
623-466-6060
Fax
623-466-9298
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$140.1M
Discretionary AUM
$140.1M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2025-06-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 268 | $64.2M |
| High net worth individuals | 36 | $75.8M |
States served
AZ, CA, IL, IN, OR, UT, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD