Dynamic Wealth Solutions
Investment Management • 
Southfield, Michigan, United States • 1-10 Employees
Company overview
| Headquarters | 29777 Telegraph Rd., Suite 2417, Southfield, Michigan 48034, US |
| Phone number | +18443977767 |
| Websites | |
| NAICS | 5231 |
| Keywords | Asset Management, Retirement Planning, Portfolio Management, Financial Planning, Investment Consulting, Exchange Traded Funds, Investment Advising, Retirement Consulting, Exchange-Traded Funds, Corporate Retirement Plan Administration, Retirement Advising |
| Founded | 2013 |
| Employees | 1-10 |
| Socials |
Key Contact at Dynamic Wealth Solutions
Timothy Hooker
Co-Founder and Private Wealth Manager
Dynamic Wealth Solutions Email Formats
Dynamic Wealth Solutions uses 1 email format. The most common is {first initial} (e.g., j@dynamicwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@dynamicwealth.com | 100% |
About Dynamic Wealth Solutions
Dynamic Wealth Solutions LLC is a registered investment advisory firm that provides fee-only retirement plan administration, investment management and financial planning services for clients across the country. We hold ourselves to the highest set of fiduciary principles. We believe in transparency and honesty. Our mission is to enrich and strengthen long-term relationships with our clients in order to achieve their wealth objectives. Specialties include: Comprehensive Retirement Planning Investment Management Wealth Preservation Strategies Exchange-Traded Funds (ETFs) Practice Development Financial Technology Consulting 29777 Telegraph Rd. Suite 2417 Southfield, MI 48034 Investment advisory services offered through Dynamic Wealth Solutions LLC, a registered investment adviser. This page is published for residents of the United States and is for informational purposes only. Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. Dynamic Wealth Solutions, LLC does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. For additional information, please contact 1-844-397-7767 or Tim@GoDWS.com
Dynamic Wealth Solutions revenue & valuation
| Annual revenue | $11,100,000 |
| Revenue per employee | $3,681,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $35,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Dynamic Wealth Solutions has never raised funding before.
Dynamic Wealth Solutions Tech Stack
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