Dynasty Wealth Management, LLC
Firm details
- Headquarters
- St Petersburg, Florida
- CRD number
- 153377
- Registered since
- April 7, 2010
- Website
- dynastyfinancialpartners.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Dynasty Wealth Management, LLC is an SEC-registered advisory firm organized as an LLC and operating since 2010. The firm positions itself as a capital allocator serving institutional clients and provides portfolio management for businesses and institutions as well as selection of other advisers. Its fee arrangements include asset-based fees, fixed fees and performance-based components. Dynasty reports being an active ESG investor and maintains industry ties to a broker-dealer and an insurance company.
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 Funds92%
- Exchange Traded Equities5%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
- Other1%
Owners & executives
3 of 4
Mason Salit
Chief Talent OfficerCRD 5105375
Justin Weinkle
CFOCRD 5571202
Shirl Penney
President and CEOCRD 3073680
Contacts
3 of 13
Miguel Saldana
Vice President, ComplianceCRD 5981990
Samantha Sindledecker
DirectorCRD 5999620
Jaycee Kertzman
Vice President, InvestmentsCRD 6483872
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 115Active vs passive
$15.8B in ETFs
48%
$7.6B
41%
$8.2B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $917M | 1,224,077 | 5.82% |
Location
St Petersburg, FL
Pinellas
Location
St Petersburg, FL
Headquartered in St Petersburg, FL, in the South of the United States.
- Region
- South
- County
- Pinellas
- Address
- 200 Central Ave
- Time zone
- ET (UTC-5)
- Office locations
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