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DYNAMIC WEALTH ADVISORS
CRD 169792File 801-126979
APPROVED
Retail clients
Filing as of Aug 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$193.3M
Below cohort median (national)
Discretionary AUM
$193.3M
Clients
315
792 accounts
Employees
4
Below cohort median in AZ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Dec 2, 2022
- Principal office
- 14749 W. MOUNTAIN VIEW BLVD., SUITE 144, SURPRISE, AZ, 85374
- Phone
- 623-466-6060
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $193.3M
- Discretionary AUM
- $193.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 792
- Non-discretionary accounts
- 0
- Total accounts
- 792
- AUM per client
- $614K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 49 | $122.7M |
| Individuals (other than high net worth individuals) | 266 | $70.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small 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 |
|---|---|---|---|---|
| Aug 12, 2026 | Clients | 304 | 315 | increased by11 |
| Aug 12, 2026 | AUM | $140,084,956 | $193,346,000 | increased by$53,261,044 |
| Aug 12, 2026 | Accounts | 829 | 792 | decreased by37 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 3 | 4 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 266 | 304 | increased by38 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $125,897,568 | $140,084,956 | increased by$14,187,388 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 685 | 829 | increased by144 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DYNAMIC WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DYNAMIC 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.