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DYNAMIC WEALTH LLC
CRD 333203
7015 COLLEGE BLVD, STE 375, OVERLAND PARK, KS, 66211, United States
Phone
913-663-4357
Fax
888-611-3696
Registration
— (—)
Source
State registered
Total AUM
$25.6M
Discretionary AUM
$25.6M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $1.5M |
| High net worth individuals | 10 | $24.1M |
All web addresses on file
Official SEC filing: View on IAPD