DYNASTY WEALTH MANAGEMENT, LLC
CRD #153377 SEC #801-71301 ST. PETERSBURG, FL 727-865-4809
SEC Registered Private Funds
Total AUM
$8.7B
Discretionary
$8.7B
Employees
170
Clients
0
Accounts
20,147
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $8.7B | $8.7B | $0 | 170 | 0 |
| Mar 2025 | $8.7B | $8.7B | $0 | 150 | 0 |
| Dec 2024 | $916.8M | $916.8M | $0 | 150 | 0 |
| Sep 2024 | $916.8M | $916.8M | $0 | 121 | 0 |
| Mar 2024 | $916.8M | $916.8M | $0 | 121 | 0 |
| Aug 2023 | $697.6M | $697.6M | $0 | 100 | 0 |
| Jun 2023 | $697.6M | $697.6M | $0 | 100 | 0 |
| Mar 2023 | $697.6M | $697.6M | $0 | 100 | 0 |
| Feb 2023 | $784.5M | $784.5M | $0 | 85 | 0 |
| Aug 2022 | $784.5M | $784.5M | $0 | 85 | 0 |
| Jul 2022 | $784.5M | $784.5M | $0 | 85 | 0 |
| Mar 2022 | $784.5M | $784.5M | $0 | 85 | 0 |
| Sep 2021 | $683.4M | $683.4M | $0 | 73 | 0 |
| Sep 2021 | $683.4M | $683.4M | $0 | 73 | 0 |
| Jul 2021 | $683.4M | $683.4M | $0 | 73 | 0 |
| Mar 2021 | $683.4M | $683.4M | $0 | 73 | 0 |
| Jan 2021 | $649.1M | $649.1M | $0 | 60 | 0 |
| Dec 2020 | $649.1M | $649.1M | $0 | 60 | 0 |
| Dec 2020 | $649.1M | $649.1M | $0 | 60 | 0 |
| Jun 2020 | $649.1M | $649.1M | $0 | 60 | 0 |
| Apr 2020 | $649.1M | $649.1M | $0 | 60 | 0 |
| Mar 2020 | $649.1M | $649.1M | $0 | 60 | 0 |
| Feb 2020 | $622.8M | $605.6M | $17.3M | 57 | 0 |
| Nov 2019 | $622.8M | $605.6M | $17.3M | 57 | 0 |
| Sep 2019 | $622.8M | $605.6M | $17.3M | 57 | 0 |
| Apr 2019 | $622.8M | $605.6M | $17.3M | 57 | 0 |
| Mar 2019 | $622.8M | $605.6M | $17.3M | 57 | 0 |
| May 2018 | $2.2B | $803.4M | $1.4B | 55 | 15 |
| Mar 2018 | $2.2B | $803.4M | $1.4B | 55 | 15 |
| Oct 2017 | $1.9B | $543.5M | $1.3B | 54 | 8 |
| Jul 2017 | $1.9B | $543.5M | $1.3B | 51 | 26 |
| Jun 2017 | $1.9B | $543.5M | $1.3B | 51 | 26 |
| Apr 2017 | $1.9B | $543.5M | $1.3B | 351 | 26 |
| Mar 2017 | $1.9B | $543.5M | $1.3B | 348 | 26 |
| Mar 2017 | $1.7B | $528M | $1.2B | 39 | 26 |
| Dec 2016 | $1.7B | $528M | $1.2B | 39 | 26 |
| Jul 2016 | $1.7B | $528M | $1.2B | 39 | 26 |
| Jul 2016 | $1.7B | $528M | $1.2B | 39 | 26 |
| Jun 2016 | $1.7B | $528M | $1.2B | 39 | 26 |
| Mar 2016 | $1.7B | $528M | $1.2B | 39 | 26 |
| Feb 2016 | $1.9B | $492.4M | $1.4B | 5 | 26 |
| Jan 2016 | $1.9B | $492.4M | $1.4B | 5 | 26 |
| Jan 2016 | $1.9B | $492.4M | $1.4B | 5 | 26 |
| Dec 2015 | $1.9B | $492.4M | $1.4B | 5 | 26 |
| Sep 2015 | $1.9B | $492.4M | $1.4B | 5 | 26 |
| Apr 2015 | $1.9B | $492.4M | $1.4B | 5 | 26 |
| Oct 2014 | $1.4B | $69.2M | $1.3B | 5 | 26 |
| May 2014 | $1.4B | $69.2M | $1.3B | 5 | 26 |
| May 2014 | $1.4B | $69.2M | $1.3B | 5 | 26 |
| Apr 2014 | $1.4B | $69.2M | $1.3B | 5 | 26 |
| Apr 2014 | $1.3B | $41.6M | $1.3B | 5 | 26 |
| Apr 2013 | $1.8B | $53.6M | $1.7B | 6 | 26 |
| Mar 2013 | $2.1B | $52.3M | $2.1B | 5 | 26 |
| Jan 2013 | $1.5B | $35M | $1.5B | 15 | 11 |
| Nov 2012 | $1.5B | $35M | $1.5B | 15 | 11 |
| Jun 2012 | $1.5B | $35M | $1.5B | 11 | 11 |
| Mar 2012 | $1.5B | $35M | $1.5B | 11 | 11 |
| Nov 2011 | $1.1B | $40M | $1.1B | 11 | 11 |
| Aug 2011 | $1.1B | $40M | $1.1B | -- | -- |
| Jul 2011 | $92M | $92M | $0 | -- | -- |
| May 2011 | $92M | $92M | $0 | -- | -- |
| Apr 2011 | $92M | $92M | $0 | -- | -- |
| Feb 2011 | $92M | $92M | $0 | -- | -- |
| Feb 2011 | $92M | $92M | $0 | -- | -- |
| Dec 2010 | $0 | $0 | $0 | 5 | -- |
DateNov 2025
Total AUM$8.7B
Discretionary$8.7B
Non-Disc.$0
Employees170
Clients0
DateMar 2025
Total AUM$8.7B
Discretionary$8.7B
Non-Disc.$0
Employees150
Clients0
DateDec 2024
Total AUM$916.8M
Discretionary$916.8M
Non-Disc.$0
Employees150
Clients0
DateSep 2024
Total AUM$916.8M
Discretionary$916.8M
Non-Disc.$0
Employees121
Clients0
DateMar 2024
Total AUM$916.8M
Discretionary$916.8M
Non-Disc.$0
Employees121
Clients0
DateAug 2023
Total AUM$697.6M
Discretionary$697.6M
Non-Disc.$0
Employees100
Clients0
DateJun 2023
Total AUM$697.6M
Discretionary$697.6M
Non-Disc.$0
Employees100
Clients0
DateMar 2023
Total AUM$697.6M
Discretionary$697.6M
Non-Disc.$0
Employees100
Clients0
DateFeb 2023
Total AUM$784.5M
Discretionary$784.5M
Non-Disc.$0
Employees85
Clients0
DateAug 2022
Total AUM$784.5M
Discretionary$784.5M
Non-Disc.$0
Employees85
Clients0
DateJul 2022
Total AUM$784.5M
Discretionary$784.5M
Non-Disc.$0
Employees85
Clients0
DateMar 2022
Total AUM$784.5M
Discretionary$784.5M
Non-Disc.$0
Employees85
Clients0
DateSep 2021
Total AUM$683.4M
Discretionary$683.4M
Non-Disc.$0
Employees73
Clients0
DateSep 2021
Total AUM$683.4M
Discretionary$683.4M
Non-Disc.$0
Employees73
Clients0
DateJul 2021
Total AUM$683.4M
Discretionary$683.4M
Non-Disc.$0
Employees73
Clients0
DateMar 2021
Total AUM$683.4M
Discretionary$683.4M
Non-Disc.$0
Employees73
Clients0
DateJan 2021
Total AUM$649.1M
Discretionary$649.1M
Non-Disc.$0
Employees60
Clients0
DateDec 2020
Total AUM$649.1M
Discretionary$649.1M
Non-Disc.$0
Employees60
Clients0
DateDec 2020
Total AUM$649.1M
Discretionary$649.1M
Non-Disc.$0
Employees60
Clients0
DateJun 2020
Total AUM$649.1M
Discretionary$649.1M
Non-Disc.$0
Employees60
Clients0
DateApr 2020
Total AUM$649.1M
Discretionary$649.1M
Non-Disc.$0
Employees60
Clients0
DateMar 2020
Total AUM$649.1M
Discretionary$649.1M
Non-Disc.$0
Employees60
Clients0
DateFeb 2020
Total AUM$622.8M
Discretionary$605.6M
Non-Disc.$17.3M
Employees57
Clients0
DateNov 2019
Total AUM$622.8M
Discretionary$605.6M
Non-Disc.$17.3M
Employees57
Clients0
DateSep 2019
Total AUM$622.8M
Discretionary$605.6M
Non-Disc.$17.3M
Employees57
Clients0
DateApr 2019
Total AUM$622.8M
Discretionary$605.6M
Non-Disc.$17.3M
Employees57
Clients0
DateMar 2019
Total AUM$622.8M
Discretionary$605.6M
Non-Disc.$17.3M
Employees57
Clients0
DateMay 2018
Total AUM$2.2B
Discretionary$803.4M
Non-Disc.$1.4B
Employees55
Clients15
DateMar 2018
Total AUM$2.2B
Discretionary$803.4M
Non-Disc.$1.4B
Employees55
Clients15
DateOct 2017
Total AUM$1.9B
Discretionary$543.5M
Non-Disc.$1.3B
Employees54
Clients8
DateJul 2017
Total AUM$1.9B
Discretionary$543.5M
Non-Disc.$1.3B
Employees51
Clients26
DateJun 2017
Total AUM$1.9B
Discretionary$543.5M
Non-Disc.$1.3B
Employees51
Clients26
DateApr 2017
Total AUM$1.9B
Discretionary$543.5M
Non-Disc.$1.3B
Employees351
Clients26
DateMar 2017
Total AUM$1.9B
Discretionary$543.5M
Non-Disc.$1.3B
Employees348
Clients26
DateMar 2017
Total AUM$1.7B
Discretionary$528M
Non-Disc.$1.2B
Employees39
Clients26
DateDec 2016
Total AUM$1.7B
Discretionary$528M
Non-Disc.$1.2B
Employees39
Clients26
DateJul 2016
Total AUM$1.7B
Discretionary$528M
Non-Disc.$1.2B
Employees39
Clients26
DateJul 2016
Total AUM$1.7B
Discretionary$528M
Non-Disc.$1.2B
Employees39
Clients26
DateJun 2016
Total AUM$1.7B
Discretionary$528M
Non-Disc.$1.2B
Employees39
Clients26
DateMar 2016
Total AUM$1.7B
Discretionary$528M
Non-Disc.$1.2B
Employees39
Clients26
DateFeb 2016
Total AUM$1.9B
Discretionary$492.4M
Non-Disc.$1.4B
Employees5
Clients26
DateJan 2016
Total AUM$1.9B
Discretionary$492.4M
Non-Disc.$1.4B
Employees5
Clients26
DateJan 2016
Total AUM$1.9B
Discretionary$492.4M
Non-Disc.$1.4B
Employees5
Clients26
DateDec 2015
Total AUM$1.9B
Discretionary$492.4M
Non-Disc.$1.4B
Employees5
Clients26
DateSep 2015
Total AUM$1.9B
Discretionary$492.4M
Non-Disc.$1.4B
Employees5
Clients26
DateApr 2015
Total AUM$1.9B
Discretionary$492.4M
Non-Disc.$1.4B
Employees5
Clients26
DateOct 2014
Total AUM$1.4B
Discretionary$69.2M
Non-Disc.$1.3B
Employees5
Clients26
DateMay 2014
Total AUM$1.4B
Discretionary$69.2M
Non-Disc.$1.3B
Employees5
Clients26
DateMay 2014
Total AUM$1.4B
Discretionary$69.2M
Non-Disc.$1.3B
Employees5
Clients26
DateApr 2014
Total AUM$1.4B
Discretionary$69.2M
Non-Disc.$1.3B
Employees5
Clients26
DateApr 2014
Total AUM$1.3B
Discretionary$41.6M
Non-Disc.$1.3B
Employees5
Clients26
DateApr 2013
Total AUM$1.8B
Discretionary$53.6M
Non-Disc.$1.7B
Employees6
Clients26
DateMar 2013
Total AUM$2.1B
Discretionary$52.3M
Non-Disc.$2.1B
Employees5
Clients26
DateJan 2013
Total AUM$1.5B
Discretionary$35M
Non-Disc.$1.5B
Employees15
Clients11
DateNov 2012
Total AUM$1.5B
Discretionary$35M
Non-Disc.$1.5B
Employees15
Clients11
DateJun 2012
Total AUM$1.5B
Discretionary$35M
Non-Disc.$1.5B
Employees11
Clients11
DateMar 2012
Total AUM$1.5B
Discretionary$35M
Non-Disc.$1.5B
Employees11
Clients11
DateNov 2011
Total AUM$1.1B
Discretionary$40M
Non-Disc.$1.1B
Employees11
Clients11
DateAug 2011
Total AUM$1.1B
Discretionary$40M
Non-Disc.$1.1B
Employees--
Clients--
DateJul 2011
Total AUM$92M
Discretionary$92M
Non-Disc.$0
Employees--
Clients--
DateMay 2011
Total AUM$92M
Discretionary$92M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$92M
Discretionary$92M
Non-Disc.$0
Employees--
Clients--
DateFeb 2011
Total AUM$92M
Discretionary$92M
Non-Disc.$0
Employees--
Clients--
DateFeb 2011
Total AUM$92M
Discretionary$92M
Non-Disc.$0
Employees--
Clients--
DateDec 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--