# Dynasty Wealth Management

Dynasty Wealth Management is a Bank / Wealth / Trust based in St. Petersburg, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** St. Petersburg, United States
- **Region:** North America
- **Address:** St. Petersburg, FL, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** dynastyfinancialpartners.com
- **LinkedIn:** https://www.linkedin.com/company/dynasty-financial-partners

## Regulatory record

- **CRD number:** 153377
- **SEC file number:** 801-71301
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/153377

## About

Dynasty Wealth Management was established in 2010 and is based in St. Petersburg, Florida. The firm is structured as a registered investment adviser, providing financial planning and portfolio management services to high-net-worth individuals and families. Its wealth-origin base stems organically from Florida's inbound retiree and entrepreneur migration, rather than a single industrial fortune. The firm pursues a multi-asset-class wealth management strategy centered on US large-cap equities, investment-grade municipal bonds, and tactical ETF allocations. It constructs portfolios in-house using a combination of direct indexing and actively managed mutual fund sleeves. Dynasty does not market itself as a venture investor and public records show no disclosed direct startup investments, keeping its deployment squarely within public-market and fixed-income allocations. Its geographic focus is overwhelmingly domestic, serving clients concentrated in Florida's Gulf Coast corridor and the broader southeastern United States. Dynasty Wealth Management maintains a lean footprint, operating from its St. Petersburg headquarters. The firm has not publicly disclosed headcount, AUM, or the identities of its founding principals — making it one of the quieter entrants in Florida's wealth advisory landscape. No adjacent philanthropic vehicles or operating businesses are publicly associated with the firm. Structurally, Dynasty Wealth Management's differentiator lies in its dual-registered posture. The firm operates as both an investment adviser, charging asset-based fees for discretionary portfolio management, and a financial planning practice, charging fixed or hourly fees for advisory work. This architecture allows it to serve decumulation-stage clients who need tax-aware withdrawal strategies alongside younger accumulators paying for modular planning — a flexibility that single-service RIA competitors often lack.

## Questions

### Does Dynasty Wealth Management disclose its assets under management?

No. Dynasty Wealth Management does not publicly report AUM on its website or in regulatory filings that have been surfaced by data aggregators. The firm has maintained a low public profile on scale since its 2010 founding.

## Related profiles

- [Dynasty Financial Partners](https://altss.com/profile/dynasty-financial-partners)
- [E. A. Horwitz](https://altss.com/profile/e-a-horwitz)

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Last updated: 2026-08-11T02:43:31.692Z

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