DYNAMIC WEALTH LLC

Overview

Dynamic Wealth LLC is an independent registered investment adviser structured as a limited liability company that focuses on individual and family clients. The firm’s service mix centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements, letting advisors tailor engagements to client needs. Investment posture is equity-first. Exchange-traded equities are the dominant holding type, and the firm leans on liquid public markets for core portfolio exposures. At the same time, Dynamic Wealth LLC adds depth through mutual funds and selectively gains access to private markets and hedge strategies via third-party managers for clients who meet suitability and accreditation requirements. The firm is not an active ESG investor and is organized for a compact, client-focused book rather than large institutional allocation mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices