Assets Under Management
$8.7B
Number of Clients
11
Number of Advisors
14
Average Client AUM
$788.3M
AUM per Advisor
$619.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Dynasty Wealth Management (DWM) offers an investment management platform (TAMP) and investment programs like Model Portfolios and OCIO services to independent registered investment advisors. DWM provides technology, administrative, and advisory support, enabling advisors to manage portfolios and access third-party managers.
200 Central Avenue, 15th Floor, St. Petersburg, FL, 33701