DYNIC WEALTH MANAGEMENT LLC

DYNIC WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 321782). Regulatory assets under management: $47.5M.

Registration

• CRD: 321782
• Type: Registered investment adviser
• Phone: (612) 296-6734
• Latest filing: 2026-02-18
• Regulatory AUM: $47.5M
• Discretionary AUM: $45.5M
• Non-discretionary AUM: $2.0M
• Clients: 3
• Accounts: 100

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321782 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search