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Dynamic Wealth LLC

Dynamic Wealth LLC. CRD 333203

Dynamic Wealth LLC logo

CRD: 333203

Dynamic Wealth LLC

Overland Park, KS, 66211
9136634357
www.dynamicwealthkc.com
$25.6M Total AUM
$25.6M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
--
Established Date
10-01-2024
Office Locations
1

Office Locations

7015 College Blvd STE 375 Overland Park KS

About Dynamic Wealth LLC

Dynamic Wealth LLC is a Kansas-registered, fee-only investment adviser led by founder David Walsh, an investment and financial advisor as well as a business and trust lawyer. The firm delivers customized financial planning and investment advice spanning wealth and legacy needs for individuals, families, trusts, entrepreneurs, executives, businesses, and foundations. Client experience includes Schwab Alliance access and MoneyGuidePro planning; portfolios are primarily ETF-based.

Team overview

47 AVG AGE
$25.6M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
1.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Harbor crest Ember Bridge prime Signal Wave timber Frontier

Client Personas

Capital capital

Custodian

Matrix Ridge beacon Peak pioneer Optima quantum

Investment Themes

Radial Value focus

Investment Vehicles

Delta

Platform

Peak

Services

North eagle Unison Alpha meridian Bridge optima Ridge Frontier unison Atlas

Owner & Executives

D

DAVID THOMAS WALSH

President

CRD
#6285723
Ownership
75% or more
(491) 783-4824
horizon.momentum@valuecapital.com
in linkedin.com/in/peak-quantum

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $25,619,176 --
Non-Discretionary $0 --
Total $25,619,176 --

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Separately Managed Accounts

Total SMA Asset: $25,619,176

$25.6M Total SMA
Equity - Exchange:
26.7%
Cash:
27.2%
Equity - OTC:
28.5%
Municipal Bonds:
9.3%
U.S. Government/Agency:
8.3%
Asset class Assets Assets %
Equity - Exchange $1,517,488,455 26.7%
Cash $1,545,905,842 27.2%
Equity - OTC $1,619,791,047 28.5%
Municipal Bonds $528,563,394 9.3%
U.S. Government/Agency $471,728,621 8.3%
Total $5,683,477,359 100.0%

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