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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
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 | $140,084,956 | $168,981 |
| Non-Discretionary | $0 | -- |
| Total | $140,084,956 | $168,981 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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