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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-09-2014
- Office Locations
- 1
Office Locations
About Dynamic Wealth Solutions LLC
Dynamic Wealth Solutions LLC is a Southfield, MI–based RIA founded in 2014 serving executives, entrepreneurs, and retirees. The firm provides personalized wealth management spanning retirement planning, investment management, and corporate retirement plan administration, using data-driven analysis to tailor portfolios and manage risk. Reported SMA allocations skew toward ETFs, with Schwab as a primary custodian.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 176 clients, or 58.7 clients per representative. That equates to $582.2K in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on March 17, 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
- Services
- Technology
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The full Dynamic Wealth Solutions LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KIERNAN RICHARD SHEA EASTON
Managing Member, Private Wealth Manager
- CRD
- #6414879
- Ownership
- 25% but less than 50%
TIMOTHY WILLIAM HOOKER
Chief Compliance Officer, Managing Member
- CRD
- #6144190
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,460,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $102,460,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Dynamic Wealth Solutions LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.