SourcingSourcing

DYNAMIC WEALTH GROUP, LLC

C35
CRD 326607·SEC 801-128038
AUM
$266.2M
$100M-$500M
Est. Revenue
$2.7M
@ 1% on AUM
Est. EBITDA
$799K
@ 30% margin
Est. Deal Value
$6.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DYNAMIC WEALTH GROUP, LLC
CRD
326607
SEC file #
801-128038
EIN
—
DBA names
Dynamic Wealth Group

Economics

AUM
$266.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$138.9M → $266.2M▲ +92%
Client mix
Investment Companies1

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companiesEducational Seminars WorkshopsOther Advisory Services
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/09/2026
ADV-W filed at
—
Website
linkedin.com/company/dynamic-alpha-solutions(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LLAP GROUP, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
LLAP GROUP, LLC
BARRIE, BRADLEY, MITCHELL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:dynamic.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
7,106
Form 5500 Compensation Trajectory 3y
20257,106
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
7,106
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (7)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Trust Company Affiliate
No

People (3)

3
BARRIE, BRADLEY, MITCHELL
IAR · Executive Officer · 2.5%
3048587
DAVID HOWARD JOHNSON
Executive Officer · 2.5%
6162578
ANDY JOHN ARMSTRONG
Executive Officer · 2.5%
4448534