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 institutional registered investment adviser that focuses on managing assets for institutional clients and other business entities. The firm is registered with the SEC (registration year 2010) and describes itself as a capital allocator that blends in-house portfolio management for businesses and institutions with the selection of outside managers. Its fee arrangements include percentage-of-AUM, fixed-fee engagements and performance-based fees. Dynasty reports active ESG investing in its process and maintains industry relationships with a broker-dealer and an insurance company. Ownership is structured as a combination of a domestic entity and individual ownership.
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 14
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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