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DYNASTY WEALTH MANAGEMENT, LLC
CRD 153377File 801-71301
APPROVED
Filing as of Mar 30, 2026
Feed vintage Aug 17, 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
- 727-865-4809
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.