SEC Form ADV · CIK 1727599

DYNASTY WEALTH MANAGEMENT, LLC

Registered Investment AdviserFL
$13.9B
Assets Under Management
200
Employees
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Registration Details

CIK
1727599
Accession
crd-153377
Location
ST. PETERSBURG, FL
Filing Date
March 30, 2026
AUM
$13.9B
Employees
200
Amendment
No

Client Types

Other Advisers

Private Funds

2 private funds reported on Form ADV Schedule D 7.B.1, $29.0M in combined gross assets.

  • DYNASTY AI OPPORTUNITYPrivate Equity Fund$15.8M
  • DYNASTY SPEAR LLCPrivate Equity Fund$13.2M

About this Adviser

DYNASTY WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in ST. PETERSBURG, FL, managing approximately $13.9B in assets. This data is sourced from the SEC's EDGAR database via Form ADV.