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Dynamic Wealth Advisors

CRD 169792  ·  Surprise, AZ  ·  $140.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
169792
SEC number
801-126979
Firm type
RIA
Assets under management
$140.1M as of Jun 30, 2025
Website
www.dynamicwealthmgt.com ↗
Phone
623-466-6060
Address
14749 W. Mountain View Blvd., Surprise, AZ, 85374

Advisors at this firm

4 in our index · page 1 of 1

  • Adam Charles CarliniCRD 1857827 · Heber City, UT
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Grant Stephen HaddenCRD 6034466 · Surprise, AZ
    IA RegisteredRegistration inactive
  • Gary Lynn LunaCRD 5006571 · Surprise, AZ
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • John Reed SperryCRD 5687413 · South Jordan, UT
    IA Registered
1–4 of 4

Source & corrections

Where this page comes from

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SEC IAPD record for firm CRD 169792 ↗ FINRA BrokerCheck record for firm CRD 169792 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.