Data / Investment advisers / Florida / Dynasty Wealth Management, LLC
Dynasty Wealth Management, LLC, St. Petersburg, FL: $13.9 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Dynasty Wealth Management, LLC is an SEC registered investment adviser with its main office in St. Petersburg, Florida and reports $13.9 billion in regulatory assets under management in its Form ADV filed August 28, 2026. Its clients include other investment advisers. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 2 private funds.
The request: Watch Dynasty Wealth Management, LLC (CRD number 153377): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 153377
- SEC file number
- 801-71301
- SEC status
- Approved, effective April 7, 2010
- Main office
- 200 Central Avenue 15th Floor, St. Petersburg, FL 33701
- Phone
- (212) 373-1000
- Regulatory AUM
- $13,883,576,456 in the Form ADV filed August 28, 2026
- Discretionary AUM
- $13,883,576,456
- Accounts
- 30,663
- Employees
- 200, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 2: 2 private equity funds
- Gross assets of private funds
- $28,980,000
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 17 | $13.88 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $13.88 billion | March 30, 2026 |
| December 1, 2025 | $8.67 billion | November 3, 2025 |
Other advisers in St. Petersburg
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | St. Petersburg | $500.96 billion | Not listed | adviserinfo.sec.gov |
| Eagle Asset Management Inc | St. Petersburg | $60.65 billion | Not listed | adviserinfo.sec.gov |
| Raymond James Investment Management | St Petersburg | $16.86 billion | 2 | adviserinfo.sec.gov |
| ARK Invest | St. Petersburg | $15.98 billion | 7 | adviserinfo.sec.gov |
| Yale Capital Corp. | St. Petersburg | $5.62 billion | Not listed | adviserinfo.sec.gov |
| Cyndeo Wealth Partners | St. Petersburg | $3.15 billion | 1 | adviserinfo.sec.gov |
| Ars Wealth Advisors | St. Petersburg | $1.64 billion | Not listed | adviserinfo.sec.gov |
| Newfound Research LLC | St. Petersburg | $1.11 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in St. Petersburg, FL
- Investment advisers in Florida
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving other investment advisers
- Advisers that manage private funds
- Dynasty Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.