Dynasty Wealth Management, LLC

RIASEC Registered
Total AUM
$13.9B
Discretionary
$13.9B
100% of AUM
Avg account
$453K
Accounts
30,663
Employees
200
Advisory reps
18

Firm details

Headquarters
St Petersburg, Florida
CRD number
153377
Registered since
April 7, 2010
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 92%, Exchange Traded Equities 5%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Other 1%92%
  • Public Funds/Mutual Funds92%
  • Exchange Traded Equities5%
  • State & Local Bonds1%
  • Investment Grade Corp Bonds1%
  • Other1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 113

Active vs passive

$15.8B in ETFs

Passive

48%

$7.6B

Active

41%

$8.2B

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$917M1,224,0775.82%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth