Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
14 advisors
Number of Clients
11 clients
Average Client Portfolio
$788.3M average
Assets Under Management
$8.7B

Fee Structure

DWM offers various programs within its investment platform, charging a platform fee ranging from 0.02% to 0.30% of assets invested. There's also an annual minimum account fee of up to $120. DWM's manager fees for investment models range from 0.20% to 0.50%, with additional platform fees up to 0.48%. Private investments platform fees include a 0-0.50% manager fee, a 1-3% upfront fee, and/or a 0-15% performance fee. Private markets diversified sleeves have a program fee ranging from 0-0.10%.

Areas of Practice
Investment Management
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Advisor Information

Office location

200 Central Avenue, 15th Floor, St. Petersburg, FL, 33701

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Dynasty Wealth Management, LLC
July 2017 - Present · 8 yrs 6 mos
Dynasty Securities, LLCBroker
July 2017 - Present · 8 yrs 6 mos
Previous Registrations
Leumi Investment Services INC.
April 2014 - May 2017 · 3 yrs 1 mo
Leumi Investment Services INC. Broker
April 2014 - May 2017 · 3 yrs 1 mo
TD Private Client Wealth LLC
April 2013 - March 2014 · 11 mos
TD Private Client Wealth LLC Broker
February 2013 - March 2014 · 1 yr 1 mo
Hsbc Securities (usa) INC.
January 2009 - June 2012 · 3 yrs 5 mos
Hsbc Securities (usa) INC. Broker
September 2008 - June 2012 · 3 yrs 9 mos
Citigroup Global Markets INC. Broker
April 2006 - September 2007 · 1 yr 5 mos
State Registrations5 states
FLMDNYTNVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.