David Jeffery Marques Matuszak

Dynamic Wealth Advisors

26 Years of Experience

3 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning

Dynamic Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

81 advisors

Number of Clients

5,484 clients

Average Client Portfolio

$974K average

Assets Under Management

$5.3B

Fee Structure

Location

2415 East Camelback Road, Suite 700, Phoenix, AZ, 85016

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

January 2025

Settled

Judgment / Lien

May 2017

Judgment / Lien

November 2015

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Dynamic

May 2019 - Present · 6 yrs 9 mos

Previous Registrations

Pathlight Investors, LLC

August 2014 - May 2019 · 4 yrs 9 mos

Dynamic Wealth Advisors

April 2012 - September 2014 · 2 yrs 5 mos

Djm Wealth Strategies, LLC

November 2009 - December 2012 · 3 yrs 1 mo

Envision Capital Management LTD

March 2006 - February 2011 · 4 yrs 11 mos

Envision Capital Management LTD

March 2006 - December 2008 · 2 yrs 9 mos

Premium Asset Management, INC.

July 2002 - October 2003 · 1 yr 3 mos

Garson Investments INC

June 1997 - May 2003 · 5 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.