DYNAMIC WEALTH ADVISORS
Firm details
- Headquarters
- SURPRISE, Arizona
- CRD number
- 169792
- Registered since
- December 2, 2022
- Website
- www.dynamicwealthmgt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI54.15%
- Individuals45.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Dynamic Wealth Advisors is an independent, SEC-registered registered investment adviser organized as a corporation and owned privately. The firm registered with the SEC in 2022 and serves individual and family clients. Its advisory mix centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is not positioned as a capital allocator and is not classified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Exchange Traded Equities11%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1ADAM CARLINI
President and Chief Investment OfficerCRD 1857827
Contacts
3 of 3GARY LUNA
Wealth Management AdvisorCRD 5006571
GRANT HADDEN
Financial AdvisorCRD 6034466
JOHN SPERRY
AdvisorCRD 5687413
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SURPRISE, AZ
MARICOPA
Location
SURPRISE, AZ
Headquartered in SURPRISE, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 14749 W Mountain View Blvd
- Time zone
- MT (UTC-7)
- Office locations
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