DYNASTY WEALTH MANAGEMENT, LLC of ST. PETERSBURG, FL is an SEC-registered investment adviser (CRD 153377). Regulatory assets under management: $13.9B.
Compensation: % of AUM, Fixed, Performance.
Clients served: Pooled vehicles, Charities.
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 | — |