Institutional
    SEC Registered

    Dynasty Wealth Management, LLC

    Registered investment advisor · St. Petersburg, Florida · CRD #153377

    Assets Under Management
    $13.9B
    Client Accounts
    30,663
    Employees
    200
    CRD Number
    153377
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Dynasty Wealth Management, LLC

    Dynasty Wealth Management, LLC offers investment advisory services, including private equity, estate and insurance planning, asset allocation, credit and lending, and alternative investments. Founded in 2010, the firm is based in St. Petersburg, United States.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Dynasty Wealth Management, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Dynasty Wealth Management, LLC's AUM?

    Dynasty Wealth Management, LLC reports approximately $13.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Dynasty Wealth Management, LLC headquartered?

    Dynasty Wealth Management, LLC is headquartered in St. Petersburg, Florida.

    What is Dynasty Wealth Management, LLC's CRD number?

    Dynasty Wealth Management, LLC's CRD number is 153377. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Dynasty Wealth Management, LLC manage?

    Dynasty Wealth Management, LLC manages approximately 30,663 client accounts according to its latest SEC filing.

    Is Dynasty Wealth Management, LLC SEC registered?

    Yes, Dynasty Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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