Dynasty Wealth Management, LLC
Dynasty Wealth Management, LLC is an SEC-registered investment adviser headquartered in St. Petersburg, Florida. Founded in 2010, the firm employs about 150 professionals and manages assets primarily for other investment advisers, providing platform solutions, investment services, and support to independent advisory firms and their clients. The firm is known for offering sophisticated investment management and consulting services, primarily serving institutional partners rather than retail clients.
Investment Strategy
Dynasty Wealth Management specializes in supporting independent investment advisers by offering access to institutional-caliber investment products, technology, and operational support. Their investment approach focuses on working with high-quality external managers, diversified asset allocation, and alternative investment solutions tailored to the needs of financial advisers and their client platforms, rather than managing investments directly for individuals or end clients.
Top Holdings
Equity Positions (224)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TTAC | ABACUS FCF ETF TR | 8.00% | $469.5M | 6,634,697 | $63.06 | $70.76 | +$39.4M |
I IVV | ISHARES TR | 7.81% | $458.1M | 737,774 | $543.12 | $620.90 | -$8.4M |
B BINC | BLACKROCK ETF TRUST II | 5.18% | $304.1M | 5,754,734 | $52.02 | $52.84 | -$4.6M |
S SPYG | SPDR SERIES TRUST | 5.03% | $295.1M | 3,095,856 | $87.47 | $95.32 | -$6.8M |
F FBND | FIDELITY MERRIMACK STR TR | 4.58% | $268.5M | 5,869,906 | $45.26 | $45.75 | -$4.0M |