Dynamic Wealth Advisors

Dynamic Wealth Advisors (CRD# 169792) is a financial advisory firm headquartered in Surprise, AZ. They manage $108,803,058 in 271 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
14749 W. Mountain View Blvd., Suite 144, Surprise, AZ 85374
http://www.dynamicwealthmgt.com
By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • Total Number of Accounts
    271
    ACCOUNTS
  • Average Account Value
    $401,487
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Dynamic Wealth Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Adam Carlini, financial advisor Surprise AZ
Adam C. Carlini
CRD#: 1857827
14749 W. Mountain View Blvd., Suite 144, Surprise, AZ 85374

Adam Carlini (CRD# 1857827) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Surprise, AZ and has over 35 years of experience in the finance industry.

2
Grant Hadden, financial advisor Surprise AZ
Grant S. Hadden
CRD#: 6034466
14749 W. Mountain View Blvd., Suite 144, Surprise, AZ 85374

Grant Hadden (CRD# 6034466) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Surprise, AZ and has over 11 years of experience in the finance industry.

3
Gary Luna, financial advisor Surprise AZ
Gary L. Luna
CRD#: 5006571
14749 W. Mountain View Blvd., Suite 144, Surprise, AZ 85374

Gary Luna (CRD# 5006571) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Surprise, AZ and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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