Dynamic Wealth Group, LLC
● SEC registered since 2023CRD 326607SEC# 801-128038
Reg. AUM
$266.2M
Employees
4
Accounts
1
Location
—
Dynamic Wealth Group, LLC assets under management
Dynamic Wealth Group, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2023. It reports $266.2 million in regulatory assets under management and employs 4 people.
Dynamic Wealth Group, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andy John Armstrong | Chief Compliance Officer | Under 5% | 2023 |
| Bradley Mitchell Barrie Control | Principal | Under 5% | 2023 |
| David Howard Johnson Control | Principal | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Dynamic Wealth Group, LLC manage?
Dynamic Wealth Group, LLC reports $266.2 million in regulatory assets under management on its Form ADV.
How many employees does Dynamic Wealth Group, LLC have?
Dynamic Wealth Group, LLC reports 4 employees.
Does Dynamic Wealth Group, LLC disclose fund performance?
Dynamic Wealth Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 702-602-4007 |
| Office hours | 9:00 To 4:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$266.2M▲ 92%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$266.2Mregulatory AUM
Discretionary $266.2M