# DYNAMIC

> FINRA firm 151367 · ACTIVE · PHOENIX, AZ

## Key facts

- **FINRA firm ID:** 151367
- **Firm name:** DYNAMIC
- **Other names:** 401K EXTRA LLC, WOLF PRIVATE WEALTH, WISDOM WEALTH MANAGEMENT, WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC, WERTH WEIL WEALTH MANAGEMENT INC., WALKER MCMILLAN LLC, VICTORY INDEPENDENT PLANNING, SWISS AMERICAN WEALTH ADVISORS, SWENSON HUGHES WEALTH MANAGEMENT, SUNGARDEN INVESTMENT MANAGEMENT, STRATEGIC CAPITAL WEALTH MANAGEMENT LLC, STF WEALTH MANAGEMENT, STERLING SEQUOIA LLC, STEPHANIE BRUNO WEALTH ADVISOR, STAY TUNED CAPITAL, SEAGROVE WEALTH PARTNERS, SEA TO PEAK FINANCIAL ADVISORS, SAWAF FINANCIAL, RIDGEVALE FINANCIAL PLANNING, RENATUS PRIVATE WEALTH ADVISORS, REB PRIVATE WEALTH MANAGEMENT, RC WEALTH MANAGEMENT LLC, PROSPERITY WEALTH PLANNING, PRIORITAS FINANCIAL ADVISORS, PINNACLE PRIVATE ADVISORS, PALM CAPITAL MANAGEMENT, PALLADIAN WEALTH MANAGEMENT, OXFORD WEALTH ADVISORS, OXFORD FINANCIAL PLANNERS, ONE TREE WEALTH MANAGEMENT, LLC, MUTUAL TRUST ADVISORY GROUP, MONTAGE PRIVATE WEALTH, MIKE ACEVEDO FINANCIAL PLANNING, MAZZELLA ESTATE & ASSET MANAGEMENT LLC, MAY HILL CAPITAL LLC, MATZEN FINANCIAL, LIFESTONE FAMILY OFFICE, LIFEMANAGED, LEGACY FINANCIAL ADVISORS, LLC, HARDESTY PARTNERS, HANEI PRIVATE WEALTH ADVISORS, GILLESPIE INVESTMENT STRATEGIES, LLC, GARRETSON PLANNING, FULLER WEALTH MANAGEMENT, FULL PICTURE FINANCIAL, LLC, FORTRESS ASSET MANAGEMENT, FAIR STREET ADVISORS, ELLIOTT ASSET MANAGEMENT, EDWARD STORER & ASSOCIATES, DYNAMIC WEALTH ADVISORS, DYNAMIC ADVISOR SOLUTIONS LLC, DYNAMIC, DJM WEALTH STRATEGIES, DESMOND LIGGETT WEALTH ADVISORS, DAVINCI CAPITAL PARTNERS, CROOKED TREE CAPITAL ADVISORS, CRESTVIEW CAPITAL MANAGEMENT, COVENTRY FINANCIAL GROUP, CLEARVISTA ADVISORS, CLARITY CAPITAL ADVISORS, CHICHESTER FINANCIAL GROUP LLC, CENTENNIAL WEALTH MANAGEMENT, CENTENNIAL INVESTMENT ADVISORS, CATALINA WEALTH PARTNERS, LLC, BRIDGE FINANCIAL STRATEGIES, BLACK WALNUT WEALTH MANAGEMENT, BALANCED FINANCIAL SERVICES, ARROW WEALTH MANAGEMENT, AFFINITY FINANCIAL
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-72203
- **Branches:** 95
- **Has disclosure events:** No
- **Headquarters:** PHOENIX, AZ, 85016, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/151367

## Citation

> FINRA BrokerCheck, firm 151367 (DYNAMIC). Retrieved via AI Analytics 2026-07-10 from https://api.ai-analytics.org/broker/151367.

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