DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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Former SEC-registered adviser
D•••••• W••••• S•••••••• L••
Latest filing Mar 17, 2026
First filing on the tape Mar 17, 2026 · 1 filings
RAUM
$102M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
77%
$79.2M individuals and HNW
Advisors
n/a
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
0 filings and snapshots on the tape
RAUM: no history
HNW client RAUM: no history
State-registered IARs (5.B.3): no history
Employees (5.A): no history
Private funds: no history
Practice profile
derived from the filing of Mar 17, 2026; every figure names its basis
- RAUM per advisor
- $34.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 57derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.6MderivedHNW RAUM over HNW clients
- Average account
- $234,462derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$42.5M41%
- Individuals$36.7M36%
- Pension and profit-sharing plans$15.4M15%
- Charitable organizations$5.9M5.8%
- Corporations and businesses$1.9M1.9%
- Individual clients
- 143reported
- HNW clients
- 27reported
- Pension plan clients
- 2reported
- Charitable clients
- 1reported
- Accounts
- 437reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- on the IAPD state feed, not SEC-registeredderived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| B•••• M•••••• S•••• | Southfield, Mi | Jun 11, 2014 | 15 y | 0 |
| K•••••• R•••••• S••• E••••• | Southfield, Mi | Mar 30, 2015 | 11 y | 0 |
| T•••••• W•••••• H••••• | Southfield, Mi | Oct 30, 2024 | 22 y | 0 |
Advisor movement
Left, latest
- M•••• M••••• H•••••• to E•••••••• W••••• M••••••••• L••Mar 3, 2023 · Other
- D•••• M•••••• L••••••• to E•••••••• W••••• M••••••••• L••Mar 3, 2023 · Other
- T••••• D•••••• W••••• to S•••••••• I••••••••• M•••••••••Apr 7, 2016 · Other
Joined, latest
- D•••• M•••••• L••••••• from U•• F•••••••• S••••••• I•••Sep 9, 2022 · Wirehouse to a state-registered adviser
- T••••• D•••••• W••••• from T• A••••••••• I••••••••• M••••••••• L••Jan 11, 2016 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for E•••••••• W••••• M••••••••• L••Mar 3, 2023 · Southfield, Mi
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
No Schedule A on the extract for this adviser.
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Southfield, Mi · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
One filing, no change to show.
Signals
3 dated events
- D•••• M•••••• L••••••• left D•••••• W••••• S•••••••• L•• for E•••••••• W••••• M••••••••• L•• (registered 2023-02-16)Mar 3, 2023 · Advisor changed firm · fact
- M•••• M••••• H•••••• left D•••••• W••••• S•••••••• L•• for E•••••••• W••••• M••••••••• L•• (registered 2023-03-10)Mar 3, 2023 · Advisor changed firm · fact
- 2 advisors left D•••••• W••••• S•••••••• L•• (Southfield, MI) for E•••••••• W••••• M••••••••• L•• on the same dayMar 3, 2023 · Team lift-out · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/D••••••-WEALTH-S••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Website
- dynamicwealth.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 1-844-397-7767reportedpublic record, Form ADV, Mar 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- STATE REGISTEREDderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 15, 2026