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DYNASTY WEALTH MANAGEMENT, LLC

ST. PETERSBURG, FL · CRD 153377 · IAPD ↗ · 212-373-1000

$13.88BRegulatory AUM
3Advisory reps
200Employees
0Clients
0Planning clients
2Private funds
26States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

36
September 2026 — DYNASTY WEALTH MANAGEMENT, LLC notice-filed in IN, NE, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
57
April 2026 — DYNASTY WEALTH MANAGEMENT, LLC reported RAUM up 60% ($8.67B -> $13.88B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2026 — DYNASTY WEALTH MANAGEMENT, LLC grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
36
December 2025 — DYNASTY WEALTH MANAGEMENT, LLC notice-filed in AL, MA, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
December 2025 — DYNASTY WEALTH MANAGEMENT, LLC now reports 1 private fund(s) ($13.2M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
75
April 2025 — DYNASTY WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($916.8M -> $8.67B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
54
April 2024 — DYNASTY WEALTH MANAGEMENT, LLC reported RAUM up 31% ($697.6M -> $916.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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