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DYNAMIC WEALTH ADVISORS

SURPRISE, AZ · CRD 169792 · IAPD ↗ · dynamicwealthmgt.com · 623-466-6060

$193.3MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
September 2026 — DYNAMIC WEALTH ADVISORS notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
September 2026 — DYNAMIC WEALTH ADVISORS reported RAUM up 38% ($140.1M -> $193.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
46
July 2025 — DYNAMIC WEALTH ADVISORS notice-filed in FL, IN, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
46
July 2024 — DYNAMIC WEALTH ADVISORS notice-filed in IL, OR, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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