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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Arizona
- Fiscal Year End
- MARCH
- Registration Date
- --
- Latest Filing
- Jun 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CARLINI, ADAM, CHARLES | I | PRESIDENT, TREASURER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| CARLINI, ADAM, CHARLES | I | PRESIDENT, TREASURER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| CARLINI, ADAM, CHARLES | I | PRESIDENT, TREASURER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| CARLINI, ADAM, CHARLES | I | PRESIDENT, TREASURER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| CARLINI, ADAM, CHARLES | I | PRESIDENT, TREASURER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| CARLINI, ADAM, CHARLES | I | PRESIDENT, TREASURER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jun 30, 2025 REGISTERED
Notice Filings (9)
AZ CA FL IL IN OR TX UT WA
Address
14749 W. MOUNTAIN VIEW BLVD.SUITE 144
SURPRISE, AZ 85374
United States
Phone: 623-466-6060