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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-03-2014
- Office Locations
- 3
Office Locations
About Dynamic Wealth Advisors
Dynamic Wealth Management is a Surprise, AZ-based, fee-only advisory firm serving retirees and those nearing retirement. The team provides investment counsel and financial planning, including portfolio construction plus tax and estate planning, and can incorporate insurance strategies. Investment implementation includes ETFs, index funds, mutual funds, and annuities. The firm highlights CFP credentials and Financial Planning Association affiliation, and primarily custodies with Charles Schwab.
Reported data analysis
What the numbers show
Between June 30, 2025 and August 26, 2026, reported AUM increased 38.0%, from $140.1M to $193.3M.
Across 5 reported observations, AUM increased 56.6% between November 1, 2022 and August 26, 2026, from $123.5M to $193.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 315 clients, or 78.8 clients per representative. That equates to $613.8K in reported AUM per client.
The profile lists 3 reported office locations and 12 years in operation. The source data was last updated on August 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
ADAM CHARLES CARLINI
Chief Compliance Officer, Chief Investment Officer, President, TREASURER
- CRD
- #1857827
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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GRANT STEPHEN HADDEN
Financial Advisor
- CRD
- #6034466
GARY LYNN LUNA
Wealth Management Advisor
- CRD
- #5006571
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $193,346,000 | $244,124 |
| Non-Discretionary | $0 | -- |
| Total | $193,346,000 | $244,124 |
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Separately Managed Accounts
SMA allocation detail is available
Dynamic Wealth Advisors has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Dynamic Wealth Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.