# Dynic Wealth Management LLC

> Dynic Wealth Management LLC is a state-registered investment advisory firm, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 321782
- Filed as: DYNIC WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/321782
- AdvisorCensus page: https://advisorcensus.com/firm/dynic-wealth-management-llc-321782

## Quick answers

**How is Dynic Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Dynic Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Dynic Wealth Management LLC registered with the SEC or a state?**
Dynic Wealth Management LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 321782.

**How much does Dynic Wealth Management LLC manage?**
Dynic Wealth Management LLC reports $47,505,859 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (96% discretionary).

**What types of clients does Dynic Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (8); individuals (other than high net worth individuals) (7).

**Does Dynic 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/321782

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $47,505,859
- Discretionary: $45,527,834
- Non-discretionary: $1,978,025

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $3,405,800 |
| High net worth individuals | 8 | $42,122,034 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,978,025 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, MN, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- continuumwm.com
- dynicwealth.com
- LinkedIn @continuumwealthmanagementllc
- LinkedIn @dynicwealthmanagementllc
- X @continuumwmllc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dynic Wealth Management LLC (CRD 321782): Form ADV filing data as of October 2026.