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Dynamic Wealth Solutions LLC Logo
Dynamic Wealth Solutions LLC Growth Score
2
CB Rank
822111
Heat Score
63
Registered Investment Advisory Firm
Founded
obfuscation
PrivateSecondary Market Southfield, Michigan, United States1-10 GoDWS.com
Consulting
Financial Services
FinTech
Personal Finance
Real Estate Investment
Risk Management
Small and Medium Businesses
Wealth Management
Overview

Dynamic Wealth Solutions LLC
Growth Score
2
Heat Score
63

Growth Score2
-11 pts
in past quarter
Heat Score 63
-11 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Dynamic Wealth Solutions LLC

CB Rank
822111
Registered Investment Advisory Firm
Founded
obfuscation
PrivateSecondary Market Southfield, Michigan, United States1-10 GoDWS.com
Consulting
Financial Services
FinTech
Personal Finance
Real Estate Investment
Risk Management
Small and Medium Businesses
Wealth Management

Funding Rounds

Secondary Market
OBF
in
obfuscation
Seed
OBF
in
obfuscation

Key People

  • Photo of Timothy Hooker
    Timothy Hooker: Co-Founder, Partner, Investment Advisor Representative and Chief Compliance Officer
  • Photo of Brian Smith
    Brian Smith: Co-Founder, Investment Manager and Chief Operations Officer

Details

Legal Name Dynamic Wealth Solutions LLC.
Also Known As DWS
Operating Status Active
Company Type For Profit
Founders  Brian Smith, Timothy Hooker, Timothy Hooker
About the Company
Dynamic Wealth Solutions LLC is a registered investment advisor in the state of Michigan. The firm provides millennials and high-net-worth families with comprehensive wealth management services.
Phone Number 1(844)397-7767
Contact Email Tim@GoDWS.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Personalized Investment Strategies
Custom investment strategies managed by in-house asset managers to meet individual investment objectives.
Retirement Income Planning
Ongoing planning and insights to help achieve retirement goals and create a personal plan for retirement.

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  • Preview private company insights and predictions
Financials

Company Funding

Number of Funding Rounds 2
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Secondary Market - Dynamic Wealth Solutions LLC Logo
Secondary Market - Dynamic Wealth Solutions LLC
1
obfuscation
— Secondary Market
obfuscation
Secondary Market - Dynamic Wealth Solutions LLC Logo
Secondary Market - Dynamic Wealth Solutions LLC
1
obfuscation
— Secondary Market
obfuscation
Secondary Market - Dynamic Wealth Solutions LLC Logo
Secondary Market - Dynamic Wealth Solutions LLC
1
obfuscation
— Secondary Market
obfuscation
Secondary Market - Dynamic Wealth Solutions LLC Logo
Secondary Market - Dynamic Wealth Solutions LLC
1
obfuscation
— Secondary Market
obfuscation
Secondary Market - Dynamic Wealth Solutions LLC Logo
Secondary Market - Dynamic Wealth Solutions LLC
1
obfuscation
— Secondary Market

Funding Rounds

Number of Funding Rounds 2
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Secondary Market - Dynamic Wealth Solutions LLC Logo
Secondary Market - Dynamic Wealth Solutions LLC
1
obfuscation
— Secondary Market
obfuscation
Secondary Market - Dynamic Wealth Solutions LLC Logo
Secondary Market - Dynamic Wealth Solutions LLC
1
obfuscation
— Secondary Market
obfuscation
Secondary Market - Dynamic Wealth Solutions LLC Logo
Secondary Market - Dynamic Wealth Solutions LLC
1
obfuscation
— Secondary Market
obfuscation
Secondary Market - Dynamic Wealth Solutions LLC Logo
Secondary Market - Dynamic Wealth Solutions LLC
1
obfuscation
— Secondary Market
obfuscation
Secondary Market - Dynamic Wealth Solutions LLC Logo
Secondary Market - Dynamic Wealth Solutions LLC
1
obfuscation
— Secondary Market

Investors

Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 3 Contacts 6

Employee Profiles

  • Photo of Timothy Hooker
    Timothy Hooker Co-Founder, Partner, Investment Advisor Representative and Chief Compliance Officer
  • Photo of Brian Smith
    Brian Smith Co-Founder, Investment Manager and Chief Operations Officer
  • Photo of Kiernan Easton
    Kiernan Easton Partner, Managing Director and Investment Manager
News

News and Press

News•Oct 7, 2019
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News•Jul 16, 2018
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News•May 17, 2018
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News•Nov 17, 2014
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Active Website Tech Count

3Dynamic Wealth Solutions LLC is actively using 3 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  SPF.
Sub-Organizations
Frequently Asked Questions

Where is Dynamic Wealth Solutions LLC's headquarters? Dynamic Wealth Solutions LLC is located in Southfield, Michigan, United States.Who invested in Dynamic Wealth Solutions LLC? Dynamic Wealth Solutions LLC has 2 investors including Kiernan Easton and  Blackstone LaunchPad.When was the last funding round for Dynamic Wealth Solutions LLC? Dynamic Wealth Solutions LLC closed its last funding round on
obfuscation
from a Secondary Market round.Who are Dynamic Wealth Solutions LLC's competitors? Alternatives and possible competitors to Dynamic Wealth Solutions LLC may include HighTower Advisors, Wealth Enhancement Group, and  Mariner Wealth Advisors.
Who We Are
What We Do
Helpful Links
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