Dynamic Wealth Solutions Llc
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ADV data as of Mar 17, 2026
- Regulatory AUM
- $102M
- Discretionary
- $102M
- Clients
- 176
- Avg AUM / client
- $582K
- Accounts
- 437
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 143 | $36.7M | 35.8% |
| High net worth individuals | 27 | $42.5M | 41.5% |
| Pension and profit sharing plans | 2 | $15.4M | 15.0% |
| Charitable organizations | 1 | $5.9M | 5.8% |
| Corporations and other businesses | 3 | $1.9M | 1.88% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Michael Smith | Registered representative | Jun 2014 (12y) | ||
| Kiernan Richard Shea Easton | Registered representative | Mar 2015 (11y) | ||
| Timothy William Hooker | Registered representative | Oct 2024 (2y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 1.02 MB | 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
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $8.1M (8% of AUM) Mar 2026
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: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗