Dynasty Wealth Management, LLC
● SEC registered since 2010CRD 153377SEC# 801-71301St. Petersburg, FL
Ranks #702 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$13.88B
Fund GAV
$29M
Private funds
2
Employees
200
Accounts
30,663
Location
St. Petersburg, FL
Dynasty Wealth Management, LLC assets under management
Dynasty Wealth Management, LLC is an investment advisory firm registered with the SEC based in St. Petersburg, FL. The firm has been registered since 2010. It reports $13.9 billion in regulatory assets under management and employs 200 people. Dynasty Wealth Management, LLC manages 2 private funds with combined gross assets of $29 million, including Dynasty Ai Opportunity. By regulatory assets, it ranks 702 of 6,004 private fund managers.
Dynasty Wealth Management, LLC private funds
2 funds · $29M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Dynasty Ai Opportunity | Private Equity | $15.8M | $100K |
| Dynasty Spear LLC | Private Equity | $13.2M | $100K |
Dynasty Wealth Management, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Thomas Butte Control | Chief Compliance Officer | Under 5% | 2023 |
| Dynasty Financial Partners, LLC Control | Llc Member-Owner | Over 75% | 2012 |
| Justin James Weinkle | Chief Financial Officer | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Dynasty Wealth Management, LLC manage?
Dynasty Wealth Management, LLC reports $13.9 billion in regulatory assets under management on its Form ADV.
How many private funds does Dynasty Wealth Management, LLC manage?
Dynasty Wealth Management, LLC manages 2 private funds with combined gross assets of $29 million.
How many employees does Dynasty Wealth Management, LLC have?
Dynasty Wealth Management, LLC reports 200 employees.
Where is Dynasty Wealth Management, LLC located?
Dynasty Wealth Management, LLC is based in St. Petersburg, FL and has been SEC-registered since 2010.
Does Dynasty Wealth Management, LLC disclose fund performance?
Dynasty Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 200 Central Avenue, 15th Floor, St. Petersburg, FL 33701 |
| Phone | 727-865-4809 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1727599 |
| Discloses disciplinary history | No |
Regulatory AUM
$13.88B▲ 60%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 7%
Larger than 93% of 16,271 advisers
AUM vs fund managersTop 12%
Larger than 88% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 4%
More than 96% of 16,825 advisers
Assets under management
$13.88Bregulatory AUM
Discretionary $13.88B
Service providers
Auditor
Custodian
Administrator