Dynamic Wealth Solutions LLC

Name

Dynamic Wealth Solutions LLC

Legal name

Dynamic Wealth Solutions LLC

Website

https://GoDWS.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Southfield

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Investment Advisory Services: As a registered investment advisor, Dynamic Wealth Solutions generates revenue through investment advisory fees, likely charged as a percentage of assets under management (AUM). The firm offers personalized asset management, retirement planning, and corporate retirement plan administration services to private clients and businesses.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Dynamic Wealth Solutions LLC is a registered investment advisor that delivers personalized wealth management services to high-net-worth individuals (executives, entrepreneurs, and retirees) and administers corporate retirement plans for businesses. Core offerings include Personalized Asset Management (individualized investment strategies), Retirement Planning, and Corporate Retirement Plan Management covering 401(k), SIMPLE IRA, and SEP IRA plan administration, all delivered through consultative advisor-led engagements.

Product overview

Dynamic Wealth Solutions LLC offers a focused suite of wealth management services designed for executives, entrepreneurs, and retirees. The firm operates three interconnected core offerings: Personalized Asset Management provides individualized investment strategies; Retirement Planning delivers comprehensive planning services; and Corporate Retirement Plan Management handles 401(k), SIMPLE IRA, and SEP IRA plan administration. All services are unified under a single advisory framework focused on delivering personalized wealth management solutions.

Differentiator

Problem solved

Functional benefit

Products and services

• Personalized Asset Management

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves3 records

Expansion highlights2 records

Broad incumbents

• Mercer Advisors: National RIA offering wealth management, financial planning, and retirement plan solutions to HNW households and corporate plan sponsors; comparable services but materially larger scale.
• Carson Group: Large RIA support platform serving financial advisors with wealth management, retirement plan, and business consulting services; broader incumbent that competes for the same HNW and corporate retirement plan clients via partner firms.
• Mariner Wealth Advisors: National wealth management firm offering financial planning, investment advisory, and retirement plan services to HNW individuals and institutions; comparable in service scope but at meaningfully greater scale.
• Focus Financial Partners: Partnership platform for independent RIAs; competes indirectly by aggregating and scaling wealth management firms with retirement and investment advisory offerings similar to Dynamic Wealth Solutions.
• Edelman Financial Engines: Large national RIA combining financial planning and retirement plan services for individuals and corporate plan participants; overlaps with Dynamic Wealth Solutions on retirement planning and corporate plan administration.

Direct peers

• Ronald Blue Trust: Financial planning-led RIA serving HNW individuals and families with personalized wealth management and retirement planning services; directly comparable to Dynamic Wealth Solutions' planning-led advisory model.
• Savant Wealth Management: Mid-sized RIA headquartered in the Midwest offering personalized financial planning, investment management, and retirement plan services to HNW clients; directly comparable given similar size, geography-adjacent footprint, and service mix.
• Creative Planning: Large, independent RIA providing personalized wealth management, retirement planning, and investment advisory services to HNW individuals and business owners, broadly overlapping Dynamic Wealth Solutions' service stack and target persona.
• Stratos Wealth Partners: Independent RIA platform supporting advisors who deliver personalized financial planning, investment management, and retirement services to HNW clients; directly comparable operating model at a similar scale band.

Emerging players

• Sanctuary Wealth: Wealth management platform supporting independent advisors offering HNW financial planning, investment, and retirement services; comparable clientele and product mix though structured as a partnership platform.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/dwsadvisors
• Facebookfacebook.com/dynamicwealthsolutions

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds2 records

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Dynamic Wealth Solutions LLC