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Dynic Wealth Management LLC

Dynic Wealth Management LLC. CRD 321782

D

CRD: 321782

Dynic Wealth Management LLC

Andover, MN
6122966734
www.dynicwealth.com
$47.5M Total AUM
$45.5M Disc. AUM
-- 3Y CAGR
3 Employees
15 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท UBS
Clients
Retail and Institutional
Platforms
CapitalMomentum
Established Date
08-08-2022
Office Locations
3

Office Locations

-- Andover MN
-- Medina NY
-- Phoenix AZ

About Dynic Wealth Management LLC

Dynic Wealth Management is an investment advisory firm providing personalized financial planning and portfolio construction for individuals and business owners/entrepreneurs. Portfolios emphasize ETFs with complementary fixed income, guided by asset allocation and risk management, with socially responsible options. The firm typically custodies with Schwab and uses platforms such as Black Diamond and MoneyGuide for reporting and planning.

Team overview

-- AVG AGE
$15.8M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
3.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age

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Asset Classes

Delta Wave Peak oak Pioneer momentum Value Glacier

Client Personas

Quantum Pathway

Custodian

Momentum Summit Zenith Pioneer radial Pioneer unison Unison vertex Momentum beacon

Investment Themes

Pioneer Vital Focus zenith

Investment Vehicles

Timber Alpha focus

Platform

Catalyst Signal catalyst

Services

Zenith Harbor eagle Prime Horizon matrix Vector Frontier Capital Capital Focus bridge Vital Atlas bridge Zenith Catalyst element

Technology

Prime atlas Insight wave

Owner & Executives

D

DYLAN THOMAS FLATEGRAFF

Chief Compliance Officer, FOUNDING PARTNER, MANAGING PRINCIPAL, Principal

CRD
#5979881
Ownership
50% but less than 75%
(756) 646-6748
bridge.value@radialcapital.com
in linkedin.com/in/prime-atlas
N

NICHOLAS JAMES ROBERTSON

Financial Advisor, FOUNDING PARTNER, PRINCIPAL

CRD
#5909461
Ownership
50% but less than 75%
(213) 852-5394
catalyst.foundation@wavecapital.com
in linkedin.com/in/eagle-vector

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Contacts

G

Grant Michael Kamin

Vice President

CRD
#6103058
(696) 957-3320
legacy.north@signalcapital.com
in linkedin.com/in/horizon-insight

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $45,527,834 --
Non-Discretionary $1,978,025 --
Total $47,505,859 --

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Separately Managed Accounts

Total SMA Asset: $47,505,859

$47.5M Total SMA
Equity - Exchange:
14.9%
Corporate - Investment Grade:
13.8%
Municipal Bonds:
13.9%
U.S. Government/Agency:
13.4%
Private Funds:
10.1%
Cash:
12.3%
Equity - OTC:
8.1%
Derivatives:
13.5%
Asset class Assets Assets %
Equity - Exchange $1,111,083,010 14.9%
Corporate - Investment Grade $1,029,056,748 13.8%
Municipal Bonds $1,036,513,681 13.9%
U.S. Government/Agency $999,229,016 13.4%
Private Funds $753,150,229 10.1%
Cash $917,202,754 12.3%
Equity - OTC $604,011,569 8.1%
Derivatives $1,006,685,949 13.5%
Total $7,456,932,956 100.0%

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