# Dynamic Wealth LLC

> Dynamic Wealth LLC is a state-registered investment advisory firm in Overland Park, KS, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 10, 2026.

- CRD: 333203
- Filed as: DYNAMIC WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: July 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333203
- AdvisorCensus page: https://advisorcensus.com/firm/dynamic-wealth-llc-overland-park-ks-333203

## Quick answers

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

**Where is Dynamic Wealth LLC located?**
Dynamic Wealth LLC's principal office is in Overland Park, KS, according to its Form ADV.

**Is Dynamic Wealth LLC registered with the SEC or a state?**
Dynamic Wealth LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 333203.

**How much does Dynamic Wealth LLC manage?**
Dynamic Wealth LLC reports $30,277,153 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (100% discretionary).

**What types of clients does Dynamic Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (10); individuals (other than high net worth individuals) (4).

**Does Dynamic Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333203

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $30,277,153
- Discretionary: $30,277,153
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $2,277,412 |
| High net worth individuals | 10 | $27,999,741 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dynamicwealthkc.com
- Instagram @dynamicwealthkc
- LinkedIn @walshlawkc
- X @DavidWalshKC
- X @dynamicwealthkc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dynamic Wealth LLC (CRD 333203): Form ADV filing data as of October 2026.