DYNAMIC WEALTH LLC

DYNAMIC WEALTH LLC of OVERLAND PARK, KS is an SEC-registered investment adviser (CRD 333203). Regulatory assets under management: $30.3M.

Registration

• CRD: 333203
• Type: Registered investment adviser
• Location: 7015 COLLEGE BLVD, OVERLAND PARK, KS, 66211
• Phone: 913-663-4357
• Latest filing: 2026-07-10
• Regulatory AUM: $30.3M
• Discretionary AUM: $30.3M
• Clients: 1
• Accounts: 14

Business model

Compensation: % of AUM, Hourly, Fixed.

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 333203 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search