DYNAMIC WEALTH SOLUTIONS LLC

DYNAMIC WEALTH SOLUTIONS LLC of SOUTHFIELD, MI is an SEC-registered investment adviser (CRD 170573). Regulatory assets under management: $102.5M.

Registration

• CRD: 170573
• Type: Registered investment adviser
• Location: 29777 TELEGRAPH RD., SOUTHFIELD, MI, 48034
• Phone: 1-844-397-7767
• Latest filing: 2026-03-17
• Regulatory AUM: $102.5M
• Discretionary AUM: $102.5M
• Clients: 3
• Accounts: 437

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170573 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search