David Jeng-huei Wu
Investment adviser representative at Dynamic
16 yearsExperience
1 stateRegistered in
$5.6BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Dynamic Wealth Advisors dba Seagrove Wealth PartnersJul 2025 to now
- DynamicJan 2022 to now
- Dynamic Wealth Advisors dba Pinnacle Private AdvisorsJan 2022 to Jul 2025
- 20/20 Capital ManagementJun 2016 to Jan 2022
- Ameritas Investment CorpJan 2011 to Jan 2022
- Ameritas Life InsuranceJan 2011 to Jan 2022
- 20/20 Financial AdvisersDec 2010 to Jan 2022
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (CA).
Dynamic
Legal name: Dynamic Advisor Solutions LLC
$5.6BAssets managed
5,634Clients
75Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5287126
- Firm CRD
- 151367