# Dynamic Wealth Group

> Dynamic Wealth Group is an SEC-registered investment advisory firm, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 326607
- Filed as: DYNAMIC WEALTH GROUP
- Legal name: Dynamic Wealth Group, LLC
- Also doing business as: DYNAMIC ALPHA SOLUTIONS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326607
- AdvisorCensus page: https://advisorcensus.com/firm/dynamic-wealth-group-326607

## Quick answers

**How is Dynamic Wealth Group compensated?**
On its Form ADV (Item 5.E, October 2026), Dynamic Wealth Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is Dynamic Wealth Group registered with the SEC or a state?**
Dynamic Wealth Group is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326607.

**How much does Dynamic Wealth Group manage?**
Dynamic Wealth Group reports $266,219,942 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**How have Dynamic Wealth Group's assets and staff changed since 2023?**
In the Form ADV data for Dynamic Wealth Group: Regulatory assets under management: $0 in the October 2023 data and $266,219,942 in the October 2026 data. Total employees: 4 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Dynamic Wealth Group serve?**
By number of clients on Form ADV Item 5.D: investment companies (1).

**Does Dynamic Wealth Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/326607

**What changed in Dynamic Wealth Group's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $138,918,036 to $266,219,942 (+92%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $266,219,942
- Discretionary: $266,219,942
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $266,219,942 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Las Vegas, NV

### Websites listed on Form ADV (Item 1.I)
- dynamicalphafunds.com
- dynamicalphasolutions.com
- dynamicwealth.substack.com
- dynamicwg.com
- LinkedIn @dynamic-alpha-solutions
- X @DynamicAlphaSol
- YouTube @dynamicwg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 4 | August 1, 2023 |
| October 2024 | $74,072,957 | 4 | March 14, 2024 |
| October 2025 | $138,918,036 | 4 | March 18, 2025 |
| October 2026 | $266,219,942 | 4 | March 9, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $266,219,942 in the October 2026 data.
Total employees: 4 in October 2023 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $138,918,036 to $266,219,942 (+92%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dynamic Wealth Group (CRD 326607): Form ADV filing data as of October 2026.