DYNASTY WEALTH MANAGEMENT LLC

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Market position · 2024

Plans served2-1 YoYRank #4769 of mapped providers

Assets under administration$2.9B0.0%Market share · rank #2542

Fees received$53,111Median $26,556/planSum across Schedule C direct + indirect

Net wins YoY-11 won · 2 lostPlan-level switch detection

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