SEC Form ADV

DYNAMIC WEALTH ADVISORS

Registered Investment AdviserAZ
$140.1M
Assets Under Management
829
Total Clients
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Registration Details

Accession
CRD-169792
Location
SURPRISE, AZ
Filing Date
June 30, 2025
AUM
$140.1M
Total Clients
829
Amendment
No

About this Adviser

DYNAMIC WEALTH ADVISORS is a registered investment adviser headquartered in SURPRISE, AZ, managing approximately $140.1M in assets across 829 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.