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Firm profile

Dynasty Wealth Management, LLC

ST. PETERSBURG, FLCRD 153377Latest ADV March 30, 2026

Dynasty Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in St. Petersburg, FL.

Assets Under Management
$13.9B
Employees
200
Offices
1 office
Total Clients
17
Primary office
ST. PETERSBURG, FL
200 CENTRAL AVENUE, 15TH FLOOR, ST. PETERSBURG, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOShirl T. Penney
CCOAndrew T. Butte
CFOJustin J. Weinkle

Advisory services offered

2 types reported
Portfolio management for businesses
Selection of other advisers

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentOther Advisers represent 100.0% of total clients.
Top client categories% of clientsClients
1
Other Advisers
100.0%
17

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$13.9Bas of March 30, 2026
Discretionary100.0%
$13.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$13.9B
Total Accounts30,663
10Y AUM Change+$12.0B (+635.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees200
Clients per Employee0:1
10Y Employee Change-148 (-42.5%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.