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DYNASTY WEALTH MANAGEMENT, LLC
CRD 153377File 801-71301
APPROVED
Filing as of Aug 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$13.88B
Top 10% of cohort (national)
Discretionary AUM
$13.88B
Clients
17
30,663 accounts
Employees
200
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 7, 2010
- Principal office
- 200 CENTRAL AVENUE, 15TH FLOOR, ST. PETERSBURG, FL, 33701
- Phone
- 212-373-1000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $13.88B
- Discretionary AUM
- $13.88B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 30,663
- Non-discretionary accounts
- 0
- Total accounts
- 30,663
- AUM per client
- $816.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 17 | $13.88B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 170 | 200 | increased by30 |
| Apr 1, 2026 | Clients | 11 | 17 | increased by6 |
| Apr 1, 2026 | AUM | $8,671,816,356 | $13,883,576,456 | increased by$5,211,760,100 |
| Apr 1, 2026 | Accounts | 20,147 | 30,663 | increased by10,516 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 150 | 170 | increased by20 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 85 | 150 | increased by65 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 33 | 11 | decreased by22 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $784,461,399 | $8,671,816,356 | increased by$7,887,354,957 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 475 | 20,147 | increased by19,672 |
| Apr 1, 2022 | Employees | 73 | 85 | increased by12 |
| Apr 1, 2022 | Clients | 45 | 33 | decreased by12 |
| Apr 1, 2022 | AUM | $683,393,026 | $784,461,399 | increased by$101,068,373 |
| Apr 1, 2022 | Accounts | 444 | 475 | increased by31 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DYNASTY WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DYNASTY WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.