Dynasty Wealth Management, LLC

Overview

Dynasty Wealth Management, LLC is an SEC registered investment adviser based in St Petersburg, FL, registered since 2010. It reports $13.9B in assets under management across 30,663 accounts, with 200 employees. It has 15 investment adviser representatives.

Reported AUM

$13.9B

Discretionary

100%

Accounts

30,663

Average account

$453K

Employees

200

Advisory reps

15

Registered since

2010

Jurisdictions

26

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Other Investment Advisors

Fee structure

Fixed Fees, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 5

• Shirl Thomas Penney Chief Executive Officer CRD 3073680
• Andrew Thomas Butte Chief Compliance Officer CRD 2094794
• Justin James Weinkle Chief Financial Officer CRD 5571202

2 more executive officers, with direct contact details

Advisory reps 3 of 15

• Andrew Thomas Butte Registered Rep · Investment Adviser Rep CRD 2094794
• Gavin Daniel Butts Investment Adviser Rep CRD 6226887
• John Garrett Grafton Registered Rep · Investment Adviser Rep CRD 7198082

12 more advisory reps, with emails, phones and branch locations

Location

Headquarters

200 Central Ave Fl 15
St Petersburg, FL 33701

County

Pinellas

Metro area

Tampa-St. Petersburg-Clearwater, FL

Region

South

Registrations

• SEC registered
• Registered in 26 jurisdictions
• Website: dynastyfinancialpartners.com

Every state, with registration dates

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