About Dynasty Wealth Management, LLC
Navigating significant wealth requires trusted and expert financial advice. Dynasty Connect is a concierge service dedicated to understanding your familys unique objectives and connecting you with independent financial advisors that are well-suited to meet your needs.
This is protecting your independence. This is owning your future.
See Disclosures
General Information
Firm Start Year
2010
No. of Employees
50-99
Firm CRD#
153377
States Licensed in
CA,CT,FL,GA,IL,KS,KY,ME,MD,MN,MO,NV,NJ,NY,OH,OR,PA,TX,VA,WI
Years of Experience in Financial Services
30
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Firm Information
Assets Managed by Firm
$916,787,822.00
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$500K+
Compensation Methods
Based on Assets
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892682/financialplanners-Dynasty-Wealth-Management,-LLC-detailed-disclosure.html