DYNAMIC WEALTH ADVISORS
CRD #169792 SEC #801-126979 SURPRISE, AZ 623-466-6060
SEC Registered
Total AUM
$140.1M
Discretionary
$140.1M
Employees
4
Clients
0
Accounts
829
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $140.1M | $140.1M | $0 | 4 | 0 |
| Jun 2024 | $125.9M | $125.9M | $0 | 3 | 0 |
| Nov 2023 | $108.8M | $108.8M | $0 | 3 | 0 |
| Jul 2023 | $108.8M | $108.8M | $0 | 3 | 0 |
| Jul 2023 | $108.8M | $108.8M | $0 | 3 | 0 |
| Nov 2022 | $123.5M | $123.5M | $0 | 3 | 0 |
DateJun 2025
Total AUM$140.1M
Discretionary$140.1M
Non-Disc.$0
Employees4
Clients0
DateJun 2024
Total AUM$125.9M
Discretionary$125.9M
Non-Disc.$0
Employees3
Clients0
DateNov 2023
Total AUM$108.8M
Discretionary$108.8M
Non-Disc.$0
Employees3
Clients0
DateJul 2023
Total AUM$108.8M
Discretionary$108.8M
Non-Disc.$0
Employees3
Clients0
DateJul 2023
Total AUM$108.8M
Discretionary$108.8M
Non-Disc.$0
Employees3
Clients0
DateNov 2022
Total AUM$123.5M
Discretionary$123.5M
Non-Disc.$0
Employees3
Clients0