Asset manager
Dynamic Wealth Group
Dynamic Wealth Group, LLC · SEC-registered investment adviser · CRD 326607 · SEC 801-128038
At a glance
Dynamic Wealth Group is an SEC-registered investment adviser based in United States, with $266 million in regulatory assets under management as of its Form ADV filed March 9, 2026. Its largest client group by assets is investment companies. By Form ADV it is a asset manager, ranked 1,992nd of 3,218 asset managers and 10,763rd of 17,210 SEC-registered advisers by assets.
dynamicwg.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $266M
- Rank among asset managers
- #1,992 of 3,218
- Rank among all SEC RIAs
- #10,763 of 17,210
- Clients
- 1
- Accounts
- 1
- Discretionary
- 100% of AUM
- Employees
- 4
- Advisory staff
- 4
- Offices
- 5
Owners and executives on its Form ADV
- Bradley M. BarriePrincipal
- David H. JohnsonPrincipal
- Andy J. ArmstrongChief Compliance Officer
Custody and brokerage
Custodian
Dynamic Wealth Group’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 1 | $266M | 100% |
Disciplinary disclosures
Dynamic Wealth Group reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗dynamicwg.com ↗
AtlasMembers
The full record on Dynamic Wealth Group
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
- Locked
- Growth over one, three and five years
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- Rank against 898 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Dynamic Wealth Group manage?
Dynamic Wealth Group reports $266 million in regulatory assets under management across 1 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 9, 2026.
What kind of firm is Dynamic Wealth Group?
Dynamic Wealth Group is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Dynamic Wealth Group’s clients?
By assets, its largest client types are investment companies ($266 million, 1 clients).
Does Dynamic Wealth Group have any disciplinary history?
Dynamic Wealth Group reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Dynamic Wealth Group’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-09), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →