Dynasty Wealth Management, LLC

RIASEC Registered

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 institutional registered investment adviser that focuses on managing assets for institutional clients and other business entities. The firm is registered with the SEC (registration year 2010) and describes itself as a capital allocator that blends in-house portfolio management for businesses and institutions with the selection of outside managers. Its fee arrangements include percentage-of-AUM, fixed-fee engagements and performance-based fees. Dynasty reports active ESG investing in its process and maintains industry relationships with a broker-dealer and an insurance company. Ownership is structured as a combination of a domestic entity and individual ownership.