RIA Intel›Advisers›Michigan›DYNAMIC WEALTH SOLUTIONS LLC

DYNAMIC WEALTH SOLUTIONS LLC

Advisory

SOUTHFIELD, MI

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in MI
#398
of 521 advisers by AUM
Average account
$234K
across 437 accounts
AUM per adviser
$34M
3 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM
$102M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$102M
Discretionary AUM$102M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients176
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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