Dynic Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Dynic Wealth Management manages roughly $47.5 million on behalf of individuals, high-net-worth individuals, trusts, and estates, offering discretionary investment management, comprehensive financial planning, and 3(21) retirement plan advisory services. Engagements may be discretionary or non-discretionary and typically include ongoing portfolio supervision together with financial planning and consulting delivered as part of the advisory relationship.
The firm constructs customized portfolios from individual stocks, ETFs and bonds and may also use mutual funds, alternative investments, options, and short sales; it applies both fundamental and technical analysis and is generally long-term oriented while permitting shorter-term trades for rebalancing or tactical reasons. Notably, DWM may employ derivatives (including options) in separately managed accounts — an approach used by only about 9% of similar supported firms — which introduces additional strategy flexibility and attendant risks that are disclosed in its brochure.
DWM operates with a three-advisor team serving about 15 clients, producing a high advisor-to-client ratio that corresponds with a concentrated, hands-on servicing model and reliance on firm-level compliance procedures. The advisory team includes CFP-qualified professionals with prior experience at large broker-dealers, and some advisors hold insurance licenses and may earn commission income for insurance product implementations; the firm also maintains an institutional custody relationship that provides technology and operational support, creating potential service and conflict-of-interest considerations for prospective clients.
Client services
Expertise
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.15% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.90% $5,000,001 - $7,500,000: 0.80% $7,500,001 - $10,000,000: 0.70% $10,000,001 - $20,000,000: 0.60% Over $20,000,000+: 0.50%
Certain advisory persons are licensed insurance professionals and may earn commissions for insurance product sales, separate from advisory fees.
Fee-only: Investment advisory fees range from 0.50% to 1.25% based on tiered schedule; financial planning included at no additional fee.
Main office
See officeAndover MN
Advisors at this office
1
Offices (3)
Most active in
Arizona · Minnesota · New York
Also doing business as
Continuum Wealth Management LLC · Dynic Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Dylan F
CFP®, Series 63
Andover, MN
Dynic Wealth Management LLC
Dylan Flategraff is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Dynic Wealth Management LLC since 2022. Prior to joining Dynic, he worked at UBS Financial Services Inc. for nine years. He also teaches undergraduate economics and finance courses as an adjunct professor at Concordia University and the University of St. Thomas. Dynic Wealth Management LLC provides discretionary investment management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm employs both fundamental and technical analysis with a generally long-term investment strategy, offering tailored portfolios that include stocks, ETFs, bonds, mutual funds, alternative investments, and options.
Nicholas R
Series 63, Series 66
Medina, NY
Dynic Wealth Management LLC
Nicholas Robertson is a financial advisor at Dynic Wealth Management LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Continuum Wealth Management LLC and UBS Financial Services Inc. Dynic Wealth Management LLC provides discretionary investment management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm employs both fundamental and technical analysis with a long-term investment strategy, constructing portfolios that include individual stocks, ETFs, bonds, mutual funds, alternative investments, and options tailored to client risk tolerance.
Grant K
Series 66
Phoenix, AZ
Dynic Wealth Management LLC
Grant Kamin is a financial advisor at Dynic Wealth Management LLC in Phoenix, AZ, holding a Series 66 designation with 12 years of industry experience. He has worked at firms including UBS Financial Services, Raymond James Financial Services, and Continuum Wealth Management. Outside of his advisory role, he is the owner of TC Ticket Experience, Inc., where he focuses on vision, delegation, and strategy. Dynic Wealth Management provides discretionary investment management and comprehensive wealth services to individuals, trusts, estates, and retirement plan sponsors. The firm employs both fundamental and technical analysis with a generally long-term investment approach, incorporating a range of securities and tailored asset allocation based on client objectives.
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