Dynamic Wealth Advisors
- Regulatory AUM
- $140M
- Discretionary
- $140M
- Clients
- 304
- Avg AUM / client
- $461K
- Accounts
- 829
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Jun 30, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 268 | $64.2M | 45.9% |
| High net worth individuals | 36 | $75.8M | 54.1% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Adam Charles Carlini | President, Treasurer, Chief Investment Officer, Chief Compliance Officer | Jun 2012 (14y) | 75% or more | |
| Grant Stephen Hadden | Registered representative | Jul 2014 (12y) | ||
| Gary Lynn Luna | Registered representative | CFP | Jan 2015 (12y) | |
| John Reed Sperry | Registered representative | Oct 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (17)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Biomarin Pharmaceutical Inc. Retirement Savings Plan | Biomarin Pharmaceutical Inc. | 1,939 | $715M | 01/01/2024 |
| Intuit Inc. 401(k) Plan | Intuit Inc. | 24,200 | $3.7B | 01/01/2024 |
| Avors Medical Group 401(k) Profit Sharing Plan | Avors Medical Group | 62 | $1.4M | 01/01/2024 |
| Perkins&Will, Inc. Retirement Savings Plan | Perkins&Will, Inc. | 1,817 | $414M | 01/01/2024 |
| Harmonic Inc. 401(k) Plan | Harmonic Inc. | 345 | $154M | 01/01/2024 |
| Stadler Us Inc. 401(k) Profit Sharing Plan And Trust | Stadler Us Inc. | 476 | $10.8M | 01/01/2024 |
| Pitney Bowes Inc. 401(k) Plan | Pitney Bowes Inc. | 5,862 | $1.7B | 01/01/2024 |
| Jetblue Airways Retirement Plan | Jetblue Airways Corporation | 23,089 | $5.4B | 01/01/2024 |
| Pride Transport 401(k) Plan | Pride Transport, Inc. | 510 | $9.0M | 01/01/2024 |
| Intermountain Health 401(k) Plan | Intermountain Health Care, Inc. | 69,032 | $6.8B | 01/01/2024 |
| Gannett Fleming, Inc. Tax Deferred 401(k) Savings Plan | Gannett Fleming, Inc. | 5,064 | $830M | 01/01/2024 |
| Black & Veatch Retirement Program | Bvh, Inc. | 7,022 | $3.0B | 01/01/2024 |
| Ttn Fleet Solutions 401(k) Plan | Towing Network Llc | 90 | $433K | 01/01/2024 |
| Humana Retirement Savings Plan | Humana Inc. | 42,968 | $7.7B | 01/01/2024 |
| Seyfarth Shaw Llp 401(k) Savings And Retirement Plan | Seyfarth Shaw Llp | 1,762 | $926M | 01/01/2024 |
| Coty Retirement Savings Plan | Coty Inc. | 2,009 | $450M | 01/01/2024 |
| Ghirardelli Chocolate Company 401(k) Retirement & Savings Plan | Ghirardelli Chocolate Company | 886 | $116M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2025 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $140M (100% of AUM) Jun 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2025.
View current Form ADV (SEC/IAPD) ↗