Dynasty Wealth Management
Asset Manager SEC-registered adviser
Legal name: Dynasty Wealth Management, LLC
AUM
$13.9B
Regulatory AUM
Private funds
2
Private Equity 2
Private fund assets
$29.0M
Gross asset value
Employees
200
Last Form D raise
Oct 2025
Most recent fund filing
From SEC Form ADV filing (filed Aug 28, 2026). View on SEC
People(1)
Owners and executive officers named on the firm's SEC Form ADV.
Funds(2)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Dynasty AI Opportunity | Private Equity | $15.8M | $15.8M | 44 | Oct 2025 | Cool |
| Dynasty Spear LLC | Private Equity | $13.2M | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 153377
- SEC file number
- 801-71301
- CIK
- 1727599
Sources
- SEC Form ADV Oct 14, 2026