DYNAMIC WEALTH ADVISORS

DYNAMIC WEALTH ADVISORS of SURPRISE, AZ is an SEC-registered investment adviser (CRD 169792). Regulatory assets under management: $140.1M.

Registration

• CRD: 169792
• SEC file number: 801-126979
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169792 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search