Dynasty Wealth Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

153377

SEC number

801-71301

Firm type

RIA

Assets under management

$13.9B as of Mar 30, 2026

Website

www.linkedin.com/company/dynasty-connect/posts/?feedView=all ↗

Phone

727-865-4809

Address

200 Central Avenue, St. Petersburg, FL, 33701

Advisors at this firm

13 in our index · page 1 of 1

• Andrew Thomas ButteCRD 2094794 · St. Petersburg, FL
  IA RegisteredBroker
• Gavin Daniel ButtsCRD 6226887 · St. Petersburg, FL
  IA Registered
• John Garrett GraftonCRD 7198082 · St. Petersburg, FL
  IA RegisteredBroker
• Bailee Katherine HillCRD 7260996 · St. Petersburg, FL
  IA RegisteredBroker
• Casey Shay JorgensenCRD 6068852 · St. Petersburg, FL
  IA RegisteredBroker
• Jayson Wayne KellerCRD 7339833 · St. Petersburg, FL
  IA RegisteredBroker
• Jaycee Christine KertzmanCRD 6483872 · St. Petersburg, FL
  IA RegisteredBroker
• Patrick Michael NerneyCRD 5907517 · St. Petersburg, FL
  IA Registered
• Mason Cary SalitCRD 5105375 · St. Petersburg, FL
  IA RegisteredBroker
• Samantha Ali Sullivan SindledeckerCRD 5999620 · St. Petersburg, FL
  IA RegisteredBroker
• Miguel Angel SaldanaCRD 5981990 · St. Petersburg, FL
  IA RegisteredBroker
• Matthew David ShuteCRD 6580698 · St. Petersburg, FL
  IA Registered
• Justin James WeinkleCRD 5571202 · St. Petersburg, FL
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.