DYNASTY WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2010

Total AUM

$13.9B

Discretionary

$13.9B

100% of AUM

Avg account

$453K

Accounts

30,663

Employees

200

Advisory reps

Firm details

Headquarters: ST PETERSBURG, Florida
CRD number: 153377
Registered since: April 7, 2010
Website: dynastyfinancialpartners.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Other Investment Advisers100%
Services: Portfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Dynasty Wealth Management, LLC is an independent registered investment adviser that has been SEC-registered since 2010 and positions itself as a capital allocator for institutional clients. The firm provides portfolio management for businesses and institutions and performs manager selection on behalf of clients, using a mix of fee arrangements that include percentage-of-AUM, fixed fees, and performance-based compensation. Dynasty identifies as an active ESG investor, and maintains relationships with a broker-dealer and insurance company as part of its business affiliations. The firm operates as a limited liability company and describes its client base primarily in the institutional segment. Its advisory approach blends direct management of public investments with allocations to external managers and private funds, reflecting the dual role of discretionary portfolio manager and allocator.