# DYNASTY WEALTH MANAGEMENT, LLC

DYNASTY WEALTH MANAGEMENT, LLC of ST. PETERSBURG, FL is an SEC-registered investment adviser.

## Registration

- CRD: 153377
- Type: SEC-registered investment adviser
- SEC file number: 801-71301
- Location: 200 CENTRAL AVENUE, ST. PETERSBURG, FL, 33701
- Phone: 727-865-4809
- Latest filing: 2026-03-30
- Regulatory AUM: $13.9B
- Discretionary AUM: $13.9B
- Clients: 200
- Accounts: 30,663

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Pooled vehicles, Charities

## Officers, owners & control persons (28)

_Showing 25 of 28 people._

| Name | Role | Location |
| --- | --- | --- |
| brown edward charles | DIRECTOR OF WEALTH MANAGEMENT; PARTNER | oakland, CA |
| Shirl Thomas Penney | CEO | — |
| Justin James Weinkle | CHIEF FINANCIAL OFFICER | — |
| Andrew Thomas Butte | CHIEF COMPLIANCE OFFICER | — |
| Shawn Shook | GENERAL COUNSEL | — |
| Marc Joseph Hineman | CHIEF OPERATING OFFICER | — |
| Jonathan Richard Morris | CHIEF LEGAL AND GOVERNANCE OFFICER | — |
| THOMSON TODD STUART | BOARD MEMBER; CHAIRMAN | — |
| WELCH WILLIAM DAVID | CHIEF INVESTMENT OFFICER | — |
| BUTTE ANDREW THOMAS | CHIEF COMPLIANCE OFFICER | — |
| SWENSON EDWARD CHRISTY | CHIEF OPERATING OFFICER; MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER (+1 more) | — |
| PENNEY SHIRL THOMAS | CEO; MANAGING MEMBER; MANGING MEMBER (+1 more) | — |
| GROVER AMIT NMN | CHIEF COMPLIANCE OFFICER | — |
| MORRIS JOHN RICHARD | CHIEF LEGAL AND GOVERNANCE OFFICER | — |
| MORRIS DAVID R | CHIEF LEGAL AND GOVERNANCE OFFICER | — |
| LANG ANDREW | CHIEF COMPLIANCE OFFICER | — |
| GROVER AMIT | CFO; CHIEF COMPLIANCE OFFICER; PARTNER | — |
| KERLEY AMANDA BETH | CHIEF COMPLIANCE OFFICER | — |
| KAMIN DOUGLAS ANDREW | CHIEF COMPLIANCE OFFICER | — |
| GROVER AMIT NO MN | CFO | — |
| PISANO STEVEN HENRY | COMPLIANCE OFFICER - INVESTMENT OPERATIONS | — |
| RALLIFORD JAMIE S | CHIEF COMPLIANCE OFFICER | — |
| EMERSON JASON BRADLEY | CFO | — |
| EMERY LEIGH ELIZABETH | CHIEF COMPLIANCE OFFICER | — |
| DURSI JOSEPH THOMAS | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153377/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153377/similar
- Related entities: https://search.stillhousedata.com/firm/153377/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153377

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.