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DYNAMIC

PHOENIX, AZ · CRD 151367 · IAPD ↗ · seagrovewealthpartners.com · (877) 257-3840

$5.64BRegulatory AUM
65Advisory reps
130Employees
56Clients
101-250Planning clients
0Private funds
44States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — DYNAMIC notice-filed in WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — DYNAMIC shrank from 73 to 65 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
60
December 2025 — DYNAMIC WEALTH ADVISORS is now doing business as DYNAMIC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
47
December 2024 — DYNAMIC WEALTH ADVISORS notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
March 2024 — DYNAMIC WEALTH ADVISORS added office(s): 50 -> 54 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
69
March 2024 — DYNAMIC WEALTH ADVISORS reported RAUM up 48% ($3.25B -> $4.83B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.