The DYNASTY WEALTH MANAGEMENT GROUP is a privately held investment adviser that advises $24.01Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. DYNASTY WEALTH MANAGEMENT GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 3,412.93% over the last 5-years.
The Group has been registered with the SEC for 16.33 years and is comprised of 2 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 200 CENTRAL AVENUE 15TH FLOOR, ST PETERSBURG, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 346 employees comprised of 83 investment and 263 non-investment staff. The total number of Employees increased by 373.97% over the last 5-years.
Their $24.01Bn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 17 other accounts. Assets of Other Investment Advisers clients own $13.88Bn or 57.83% of Total Assets and High Net Worth Individuals own $9.11Bn or 37.97% of Total Assets.
The Group's top investment strategies include Traditional LBO and Multi Strat, representing 54.37% and 45.63% of total assets, respectively.
They advise 4 types of clients, top clients are Other Investment Advisers and High Net Worth Individuals.
The Group uses 2 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
DYNASTY WEALTH MANAGEMENT GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.