Dynamic Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Dynamic Wealth Advisors reports 315 clients. They include 266 individual clients and 49 high-net-worth individuals. Of its assets, 100.0% ($193M across 792 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 84% | 37% |
| High-net-worth individuals | 16% | 63% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 266 | $70.7M | 36.6% | $266K |
| High-net-worth individuals | 49 | $123M | 63.4% | $2.5M |
| Total | 315 | $193M | 100% | $614K |
- Clients
- 266
- Regulatory AUM
- $70.7M
- AUM share
- 36.6%
- Avg. per client
- $266K
- Clients
- 49
- Regulatory AUM
- $123M
- AUM share
- 63.4%
- Avg. per client
- $2.5M
Total
- Clients
- 315
- Regulatory AUM
- $193M
- AUM share
- 100%
- Avg. per client
- $614K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Dynamic Wealth Advisors charges 0.75%–2.00% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$250K | 2.00% |
| $250K–$500K | 1.75% |
| $500K–$750K | 1.50% |
| $750K–$1M | 1.25% |
| $1M–$3M | 1.00% |
| $3M and above | 0.75% |
Fee details and sources
Other fees
- Retirement Plan Consulting
- Retirement plan consulting is billed hourly up to $250, as a flat fee of $750 to $10,000, or as a percentage of plan assets not exceeding 1.00%; fees are negotiable.
Adam Carlini owns 75% or more of Dynamic Wealth Advisors. The leadership team of Dynamic Wealth Advisors includes President Adam Carlini. It has 4 employees.
Leadership
- Adam CarliniPresident, Treasurer, Chief Investment Officer, Chief Compliance Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- 4 insurance agents
- Owns 75% or more of Dynamic Wealth Advisors
Adam Carlini
Control person · since June 2012
Dynamic Wealth Advisors’ regulatory assets grew 1.8× from $109M (July 2023) to $193M (August 2026); clients rose from 270 to 315 and employees from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $193M | 315 | 4 | 1 |
| June 2025 | $140M | 304 | 4 | 1 |
| June 2024 | $126M | 266 | 3 | 1 |
| July 2023 | $109M | 270 | 3 | 1 |
Besides its headquarters, Dynamic Wealth Advisors has 0 offices, with 1 listed address in Arizona.
Arizona · 1 listed address
- 14749 W. Mountain View BLVD., Suite 144, SurpriseHQ
Other business names
Dynamic Wealth Advisors has reported 1 other business name to the SEC.
- Dynamic Wealth Management
Contact and registration details
- Legal name
- Dynamic Wealth Advisors
- Headquarters
- 14749 W. Mountain View BLVD., Suite 144, Surprise, AZ 85374
- Website
- Not reported
- Phone
- 623-466-6060
- SEC file
- 801-126979
- Structure
- Arizona corporation
- Fiscal year end
- March
Dynamic Wealth Advisors uses Charles Schwab ($193M) as custodian for its separately managed accounts. Dynamic Wealth Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $193M100%
At year end, Dynamic Wealth Advisors’ separately managed accounts were mostly in funds (83%) and stocks (15%).
What the accounts hold
- Stocks15%
- Funds83%
- Cash2%
How many clients does Dynamic Wealth Advisors have?
Dynamic Wealth Advisors has 315 clients and manages $193 million for them, as of August 2026. They include 266 individual clients and 49 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 August 2026
What services does Dynamic Wealth Advisors offer?
Dynamic Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Dynamic Wealth Advisors charge?
Dynamic Wealth Advisors charges 0.75%–2.00% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: DYNAMIC WEALTH ADVISORS FORM ADV PART 2A FIRM BROCHURE, filed 26 August 2026
Which custodians does Dynamic Wealth Advisors use?
Dynamic Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $193M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 August 2026
How many financial advisors does Dynamic Wealth Advisors have?
Dynamic Wealth Advisors has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Dynamic Wealth Advisors invest in?
At the end of its last fiscal year, Dynamic Wealth Advisors’ separately managed accounts held 83% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Dynamic Wealth Advisors?
Dynamic Wealth Advisors’ direct owner is Adam Carlini (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 August 2026
How does Dynamic Wealth Advisors get paid?
Dynamic Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Dynamic Wealth Advisors?
Dynamic Wealth Advisors’ main office is at 14749 W. Mountain View BLVD., Suite 144, Surprise, AZ 85374. Its phone number is 623-466-6060.