Dynamic Wealth Group, Llc
- Regulatory AUM
- $266M
- Discretionary
- $266M
- Clients
- 1
- Avg AUM / client
- $266M
- Accounts
- 1
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $266M | 100.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bradley Mitchell Barrie | Principal | CFP Chartered Financial Consultant | Mar 2023 (3y) | ≈ 37.5% – 75% via Llap Group, Llc |
| Johnson, David, Howard | Principal | Mar 2023 (3y) | ≈ 18.75% – 50% via Llap Group, Llc | |
| Armstrong, Andy, John | Chief Compliance Officer | Jun 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Llap Group, Llc | Member And Manager | Mar 2023 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bradley Mitchell Barrie: 50% – 75% of Llap Group, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Johnson, David, Howard: 25% – 50% of Llap Group, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
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) | 03/09/2026 | 962 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
- • Fixed fees
Services
- • Portfolio management for investment companies
- • Educational seminars/workshops
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 09, 2026.
View current Form ADV (SEC/IAPD) ↗