# Dynasty Wealth Management, LLC

> Dynasty Wealth Management, LLC is an SEC-registered investment advisory firm in St. Petersburg, FL, registered since 2010, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 28, 2026.

- CRD: 153377
- Filed as: DYNASTY WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St. Petersburg, FL
- Filing period: October 2026
- Form ADV filing dated: August 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153377
- AdvisorCensus page: https://advisorcensus.com/firm/dynasty-wealth-management-llc-st-petersburg-fl-153377

## Quick answers

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

**Where is Dynasty Wealth Management, LLC located?**
Dynasty Wealth Management, LLC's principal office is in St. Petersburg, FL, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Dynasty Wealth Management, LLC registered with the SEC or a state?**
Dynasty Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 153377.

**How much does Dynasty Wealth Management, LLC manage?**
Dynasty Wealth Management, LLC reports $13,883,576,456 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (100% discretionary).

**How have Dynasty Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Dynasty Wealth Management, LLC: Regulatory assets under management: $683,393,026 in the October 2021 data and $13,883,576,456 in the October 2026 data, up 1932%. Total employees: 73 in October 2021 and 200 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Dynasty Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: other investment advisers (17).

**Which custodians does Dynasty Wealth Management, LLC use?**
Dynasty Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Dynasty Wealth Management, LLC 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/153377

**What changed in Dynasty Wealth Management, LLC's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in IN, NE, NH.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $13,883,576,456
- Discretionary: $13,883,576,456
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| 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) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 17 | $13,883,576,456 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2010 (16 years)
- Employees: 200 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, CT, FL, GA, IL, IN, KS, KY, MA, MD, ME, MN, MO, NE, NH, NJ, NV, NY, OH, OR, PA, TN, TX, VA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Chicago, IL

### Websites listed on Form ADV (Item 1.I)
- [dynastyfinancialpartners.com](https://dynastyfinancialpartners.com)
- Facebook @DynastyFP
- Instagram @thedynastyfp
- LinkedIn @1572077
- LinkedIn @dynasty-connect
- X @dynastyfp
- YouTube @UC8rtEVxqkyetyYwHSdhjqCg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $683,393,026 | 73 | September 23, 2021 |
| October 2022 | $784,461,399 | 85 | August 19, 2022 |
| October 2023 | $697,559,795 | 100 | August 16, 2023 |
| October 2024 | $916,787,822 | 121 | September 24, 2024 |
| October 2025 | $8,671,816,356 | 150 | March 28, 2025 |
| October 2026 | $13,883,576,456 | 200 | August 28, 2026 |

Regulatory assets under management: $683,393,026 in the October 2021 data and $13,883,576,456 in the October 2026 data, up 1932%.
Total employees: 73 in October 2021 and 200 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in IN, NE, NH.

### April 2026
- Employees performing advisory functions went from 1 to 3.
- Regulatory assets under management went from $8,671,816,356 to $13,883,576,456 (+60%).

### December 2025
- Registered or notice-filed in AL, MA, TN.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dynasty Wealth Management, LLC (CRD 153377): Form ADV filing data as of October 2026.