Dynamic Wealth Management

Dynamic Wealth Management (CRD# 133496) is a financial advisory firm headquartered in Winter Haven, FL. They manage $28,000,000 in 275 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    275
    ACCOUNTS
  • Average Account Value
    $101,818
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Dynamic Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Lee L. Hodges
CRD#: 1271040
301 Third Street Nw, Suite 218, Winter Haven, FL 33881
83
Wealthminder
score

Lee Hodges (CRD# 1271040) is an Investment Advisor Representative working at Dynamic Wealth Management in Winter Haven, FL and has over 20 years of experience in the finance industry.

2
Brian S. Pearce
CRD#: 1334784
301 Third Street Nw, Suite 218, Winter Haven, FL 33881
83
Wealthminder
score

Brian Pearce (CRD# 1334784) is an Investment Advisor Representative working at Dynamic Wealth Management in Winter Haven, FL and has over 31 years of experience in the finance industry.

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