RIA Intel›Advisers›Minnesota›DYNIC WEALTH MANAGEMENT LLC

DYNIC WEALTH MANAGEMENT LLC

Advisory

Data as of Feb 18, 2026 · Source: SEC Form ADV

Rank in MN

#489

of 511 advisers by AUM

Average account

$475K

across 100 accounts

AUM per adviser

$16M

3 advisers

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM

$48M

Discretionary %

95.8%

Clients

15

Employees

3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$48M

Discretionary AUM$46M

Non-Discretionary AUM$2M

Discretionary %95.8%

Total Clients15

Team

Total Employees3

Investment Advisers3

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, MN, NY

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

15 clients

8 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 MN

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

COOKSON FINANCIAL, LLC

EXCELSIOR, MN

$48M

HATLESTAD ENTERPRISES, LLC

EDINA, MN

$48M

WEALTH MANAGEMENT SERVICES, LLC

BLOOMINGTON, MN

$48M

-7.9% 1Y

TORCHLIGHT ADVISORS, LLC

EDINA, MN

$48M

THOMPSON FINANCIAL TRANSITIONS INC.

WHITE BEAR LAKE, MN

$47M

SUMMIT ADVISOR GROUP LLC

BLOOMINGTON, MN

$46M

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