Dynasty Wealth Management, LLC
St. Petersburg, FL·SEC-registered · CRD #153377
Dynasty Wealth Management, LLC is an SEC-registered investment advisory firm in St. Petersburg, FL managing $14B across 31k client accounts, with 3 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$14B
Client accounts
31k
Advisory staff
3
Fee model
Fee-based
How Dynasty Wealth Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Dynasty Wealth Management, LLC
How much does Dynasty Wealth Management, LLC manage?
Per its most recent SEC Form ADV filing (03/30/2026), Dynasty Wealth Management, LLC reports $14B in regulatory assets under management across roughly 31k client accounts.
How does Dynasty Wealth Management, LLC charge?
Dynasty Wealth Management, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Dynasty Wealth Management, LLC a fiduciary?
Yes. Dynasty Wealth Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #153377), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Dynasty Wealth Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Dynasty Wealth Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Dynasty Wealth Management, LLC's public SEC Form ADV filing (CRD #153377, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Dynasty Wealth Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Dynasty Wealth Management, LLC? Claim this profile.