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David Jeng-huei Wu

Dynamic Wealth Advisors

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About David Jeng-huei Wu

David Wu is a financial advisor with Dynamic Wealth Advisors, based in San Diego, CA. David has been in the financial services industry since 2011 and holds the Series 66, Series 7, and SIE licenses. David provides financial planning, pension consulting, educational seminars, and portfolio management for individuals. David also offers model portfolio advisor services for third party programs and is licensed as an insurance agent for disability, life insurance, long-term care, and annuities.

Firm Information

David Wu is currently registered with Dynamic Wealth Advisors. Dynamic Wealth Advisors is an investment advisor headquartered in Phoenix, Arizona, managing over $4.8 billion in assets for individuals, corporations, charitable organizations, pension plans, and other institutions. The firm provides financial planning, portfolio management, and other advisory services, including educational seminars and model portfolio services for third-party programs. They are licensed in multiple states across the US and serve clients nationwide.
Dynamic Wealth Advisors

2415 EAST CAMELBACK ROAD

PHOENIX, AZ 85016

$4.83B

Assets Under Management

60

Total Clients

89

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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model portfolio adviser services for third party program

Model portfolio adviser services for third party program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Asset-based and flat fees for model portfolio adviser services

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David Wu’s Registration & Firm History

CA

01/11/2022 - Present

Dynamic Wealth Advisors (SAN DIEGO CA)

CA

02/14/2011 - 01/25/2022

AMERITAS INVESTMENT COMPANY, LLC (CARDIFF BY THE SEA CA)

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Licenses & Designations

BOTH

Issued 03/22/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/12/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Jeng-huei Wu.
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