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Building 2DYNASTY WEALTH MANAGEMENT, LLC

Map pinST. PETERSBURG, FL
Phone727-865-4809
NotebookSEC #801-71301
Total AUM
$13.9B
Employees
200
Clients
17

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 CENTRAL AVENUE
15TH FLOOR
ST. PETERSBURG
FL 33701
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
727-865-4809
Other Offices
1

ReceiptFinancials

Total AUM
$13.9B
Accounts
30,663
Discretionary
$13.9B
Accounts
30,663
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Advisor Clients
17
AUM
$13.9B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACTFLGAILKSKYMAMDMEMNMONJNVNYOHORPATNTXVAWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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