RIA Intel›Advisers›Kansas›DYNAMIC WEALTH LLC

DYNAMIC WEALTH LLC

Advisory

OVERLAND PARK, KS

Data as of Jul 10, 2026 · Source: SEC Form ADV

Average account

$2M

across 14 accounts

AUM per adviser

$30M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 10, 2026.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$30M

Discretionary AUM$30M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients14

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InKS, MO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

14 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in KS

Closest by assets under management. All figures from Form ADV.

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SENTINEL WEALTH ADVISORS, LLC

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DIMENSIONS FINANCIAL GROUP, INC.

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PERSONAL FINANCIAL GROUP

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$29M

KINYON JAMES WALLACE

PRAIRE VILLAGE, KS

$32M

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