Dynamic Wealth Advisors
● SEC registered since 2022CRD 169792SEC# 801-126979Surprise, AZ
Reg. AUM
$140.1M
Employees
4
Accounts
829
Location
Surprise, AZ
Dynamic Wealth Advisors assets under management
Dynamic Wealth Advisors is an SEC-registered investment adviser based in Surprise, AZ. The firm has been registered since 2022. It reports $140.1 million in regulatory assets under management and employs 4 people.
Dynamic Wealth Advisors owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Charles Carlini Control | President, Treasurer, Chief Investment Officer, Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Dynamic Wealth Advisors manage?
Dynamic Wealth Advisors reports $140.1 million in regulatory assets under management on its Form ADV.
How many employees does Dynamic Wealth Advisors have?
Dynamic Wealth Advisors reports 4 employees.
Where is Dynamic Wealth Advisors located?
Dynamic Wealth Advisors is based in Surprise, AZ and has been SEC-registered since 2022.
Does Dynamic Wealth Advisors disclose fund performance?
Dynamic Wealth Advisors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14749 W. Mountain View Blvd., Suite 144, Surprise, AZ 85374 |
| Phone | 623-466-6060 |
| Fax | 623-466-9298 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$140.1MNo change
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$140.1Mregulatory AUM
Discretionary $140.1M