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DYNAMIC WEALTH SOLUTIONS LLC
CRD 170573
29777 TELEGRAPH RD., SUITE 2417, SOUTHFIELD, MI, 48034, United States
Phone
1-844-397-7767
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$102.5M
Discretionary AUM
$102.5M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 143 | $36.7M |
| High net worth individuals | 27 | $42.5M |
| Pension/profit sharing plans | 2 | $15.4M |
| Charitable organizations | 1 | $5.9M |
| Corporations/business entities | 3 | $1.9M |
All web addresses on file
Official SEC filing: View on IAPD