# Dynamic Wealth Solutions LLC

> Dynamic Wealth Solutions LLC is a state-registered investment advisory firm in Southfield, MI, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 170573
- Filed as: DYNAMIC WEALTH SOLUTIONS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Southfield, MI
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170573
- AdvisorCensus page: https://advisorcensus.com/firm/dynamic-wealth-solutions-llc-southfield-mi-170573

## Quick answers

**How is Dynamic Wealth Solutions LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Dynamic Wealth Solutions LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Dynamic Wealth Solutions LLC located?**
Dynamic Wealth Solutions LLC's principal office is in Southfield, MI, according to its Form ADV.

**Is Dynamic Wealth Solutions LLC registered with the SEC or a state?**
Dynamic Wealth Solutions LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170573.

**How much does Dynamic Wealth Solutions LLC manage?**
Dynamic Wealth Solutions LLC reports $102,460,000 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**What types of clients does Dynamic Wealth Solutions LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (143); high net worth individuals (27); corporations or other businesses not listed above (3).

**Does Dynamic Wealth Solutions 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/170573

## 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: $102,460,000
- Discretionary: $102,460,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 143 | $36,710,000 |
| High net worth individuals | 27 | $42,520,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $15,360,000 |
| Charitable organizations | 1 | $5,940,000 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $1,930,000 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dynamicwealth.com
- Facebook @DYNAMICWEALTHSOLUTIONS
- Instagram @DYNAMIC_WEALTH
- LinkedIn @DYNAMIC-WEALTH-SOLUTIONS
- X @DWSADVISORS

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dynamic Wealth Solutions LLC (CRD 170573): Form ADV filing data as of October 2026.