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 investment adviser that has been operating since 2010 as a limited liability company. The firm serves primarily institutional clients and acts as a capital allocator, offering portfolio management for businesses and institutions as well as the selection of sub-advisers. Its compensation mix includes percentage-of-AUM fees, fixed fees and performance-based fees. Dynasty identifies as an active ESG investor and reports ties to the broker‑dealer and insurance industries.
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
Shirl Penney
President and CEOCRD 3073680
Justin Weinkle
CFOCRD 5571202
Marc Hineman
Chief Operating OfficerCRD 2971940
Contacts
3 of 13
Gavin Butts
AVPCRD 6226887
Shawn Shook
General CounselCRD 6308359
Samantha Sindledecker
Senior Vice PresidentCRD 5999620
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
Similar firms
ARK Investment Management LLC
RIASt Petersburg, FL
Raymond James Investment Management
RIASt Petersburg, FL
Yale Capital Corp.
RIASt Petersburg, FL
Eagle Asset Management Inc
RIASt Petersburg, FL
Cyndeo Wealth Partners
RIASt Petersburg, FL
ARS Wealth Advisors
RIASt Petersburg, FL