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DYNAMIC WEALTH GROUP

· CRD 326607 · IAPD ↗ · 702-602-4007

$266.2MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

63
April 2026 — DYNAMIC WEALTH GROUP reported RAUM up 92% ($138.9M -> $266.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — DYNAMIC WEALTH GROUP reported RAUM up 88% ($74.1M -> $138.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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