# DYNAMIC WEALTH ADVISORS

DYNAMIC WEALTH ADVISORS of SURPRISE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 169792
- Type: SEC-registered investment adviser
- SEC file number: 801-126979
- Location: 14749 W. MOUNTAIN VIEW BLVD., SURPRISE, AZ, 85374
- Phone: 623-466-6060
- Latest filing: 2025-06-30
- Regulatory AUM: $140.1M
- Discretionary AUM: $140.1M
- Clients: 4
- Accounts: 829

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| CARLINI ADAM CHARLES | PRESIDENT, TREASURER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169792/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169792/similar
- Related entities: https://search.stillhousedata.com/firm/169792/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169792

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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.