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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Meridian atlasPathway vital +more
- 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.
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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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- CRD
- #73047
- Ownership
- 15.9%
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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
Total SMA Asset: $102,460,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,887,885,421 | 26.5% |
| Equity - OTC | $733,781,881 | 10.3% |
| U.S. Government/Agency | $933,256,567 | 13.1% |
| Cash | $1,766,775,791 | 24.8% |
| Corporate - Investment Grade | $612,672,250 | 8.6% |
| Municipal Bonds | $1,189,724,020 | 16.7% |
| Total | $7,124,095,930 | 100.0% |