A. General Description Dynasty Wealth Management, LLC (“DWM” or “Registrant”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940, as amended (the “Advisers Act’). Dynasty Financial Partners, LLC (herein the “Parent,” “Dynasty”, or “Company”), is a financial services company that previously served as the investment adviser and registrant prior to DWM. As a limited liability company formed on March 2, 2010, in the State of Delaware, the Parent became registered as an investment adviser with the SEC on April 7, 2010. The Parent officially transferred its registration to DWM in March 2013. As a privately-owned company, the Parent’s core business is to offer middle and back office operational support services to a network of independent registered investment advisers in the investment adviser community (each herein a “Network Adviser”). The Parent’s subsidiary, DWM (and Registrant) operates the following distinct businesses: 1) Investment Management Platform, and 2) Investment Programs/Model Portfolios/OCIO Services. Each business is described below. This brochure provides important information about DWM, its services and compensation, the costs of participation in its programs, and situations where conflicts exist between the interests of its clients and the interests of the Company and Registrant. Clients should pay particular attention to these conflicts of interest because they can affect certain aspects of DWM’s decision–making, in recommending a custodian, choosing a broker-dealer for the account, and in making investment recommendations among other important considerations. B. Advisory Services Offered Investment Management Platform DWM sponsors an investment management platform (the “Platform”), also known as Dynasty TAMP Services (a turnkey asset management program) (“TAMP” or “Program”) that is available to the Network Advisers supported by the Parent. This Platform provides certain technology, administrative, operations and advisory support services that allow Network Advisers to manage their own portfolios and access independent third-party managers that provide discretionary services in the form of traditional managed accounts and through investment models. Network Advisers can allocate all or a portion of their client assets among the different independent investment sub-managers in the Program. Network Advisers may also use the overlay management feature of the TAMP by creating their own asset allocation model and underlying investments that comprise the model. Through the overlay feature, trade orders are implemented, and periodic rebalancing of the model is performed. Network Advisers may engage DWM through a sub-advisory program agreement or Terms of Service for TAMP Services, also referred to as the “Program Agreement,” to provide access to unaffiliated investment sub-managers for their clients and other services. In this Program, DWM is appointed as a sub-adviser to perform all or some of the services for program clients as specified in the agreements with Network Advisers who participate in the Program. The Network Adviser will have the direct contractual relationship with each of their clients. DWM engages unaffiliated investment managers to perform discretionary investment management services and to manage, invest and reinvest program client assets in the strategy as designated by the Network Adviser. The Network Adviser delegates discretionary trading authority to DWM to effect investment and reinvestment of program client assets with the ability to buy, sell or otherwise effect investment transactions and or allocate client assets in the client’s name or for client accounts. DWM or the designated manager, where applicable, is also authorized without prior consultation of the Network Adviser or the client to buy, sell trade or allocate client assets in accordance with the client’s designated portfolio model and to deliver instructions to the designated broker-dealer and or custodian of client assets. In providing investment advice and portfolio management services to clients, the Network Adviser acts as an investment adviser and fiduciary to and on behalf of each client and not as an agent of DWM. The Network Adviser maintains responsibility for the initial and ongoing client relationship, including the initial and ongoing suitability determination. Network Advisers retain the sole authority and responsibility for providing customized investment advice and portfolio management services to clients and for implementing client investment recommendations in accordance with the Network Adviser’s own judgement and exercise of investment discretion. Network Advisers are responsible for obtaining and furnishing to DWM information pertaining to client manager selection, account guidelines and applicable restrictions, which enable DWM to perform applicable overlay services or other services. Overlay or other services may include: ● Investment model administration ● Manager facilitation services ● Account administration, billing and reconciliation ● Account aggregation and reporting ● Client account reporting ● Business management reporting ● Technology services ● Proposal generation Dynasty assesses a program fee, which covers Dynasty’s services in maintaining and administering the program which can be paid by the Network Adviser or passed on to their client. The TAMP platform facilitates both the provision of advisory services by DWM through the TAMP as well as non-advisory accommodation services that allow Network Advisers to leverage the technology to manage their own discretionary models and access third party managers not recommended by DWM. The non-advisory accommodation services are more fully described in Item 10. Investment Programs / Model Portfolios and OCIO Services As noted above, the Parent (Dynasty) offers operational and back-office support to existing independent registered investment advisers and investment advisers seeking to go independent through third party service providers and additional services it provides directly to the investment adviser. These services are typically funded through the fees charged by the investment adviser to its clients. As part of these services to the investment adviser community, DWM provides the investment advisers with access to a range of investment advisory services for use by advisers with their clients, including Separately Managed Accounts (“SMA’s”), Unified Managed Accounts (“UMA’s”), Model Management Overlay, (“MMO”), Fund Strategist Portfolios (“FSP”), Advisor as Portfolio Manager (“APM"), Mutual fund and ETF models (“Model Select”), and Outsourced Chief Investment Officer (“OCIO”) (each an “Investment Program” and collectively, the “Investment Programs”). The Investment Programs are generally made available by Dynasty (through DWM) to the independent advisers in the Dynasty Network (also referred to herein as “Network Advisers”), who may recommend one or more Investment Programs to their clients. The Network Adviser determines which services and Investment Programs of DWM to use with its clients and may use the services of other third- party service providers in conjunction with the Investment Programs. Clients of the Network Advisers should therefore consult the advisers’ Form ADV Part 2A – Disclosure Brochure for a full description of that investment adviser’s specific uses of the Investment Programs. Fund Strategist Portfolios (“FSPs”) In connection with the above Investment Program, Dynasty’s Investment Committee works in conjunction with Envestnet PMC to create and make available Fund Strategist Portfolios (“FSPs”) to the Network Advisers. These FSPs are offered in the form of investment models (i.e., third-party models whereby DWM, in its capacity as a Model Provider constructs an asset allocation and selects the underlying investments for each portfolio). DWM uses a third-party provider to perform overlay management of the models by implementing trade orders and periodically updating and rebalancing each model pursuant to DWM’s direction. Capital Growth: The Capital Growth segment is designed to contain exposure to global equity investments. Capital Growth investments are expected to be correlated to global economic cycles. Investments in this segment typically include both domestic and international allocations. Furthermore, the Capital Growth segment seeks to be an effective hedge against long term inflation. Opportunistic Income: The Income segment looks to provide current income to the portfolio and serve to manage volatility. The income segment seeks to be a hedge against deflationary environments. Income investments seek

to provide current income and reasonable stability of principal. Investments in this segment are fixed income oriented and include instruments across the credit quality spectrum as well as both domestic and non-US exposures. The primary drivers of returns for Income investments include interest rates, credit spreads, and global currency fluctuations. Macro Thematic: The Macro Thematic segment is designed to provide global exposure to both short-and long-term thematic ideas. It is constructed to be a diversified, absolute- return strategy that provides alpha based on where we see opportunities in the market. Dynasty Select: ETF Model Portfolios: The ETF models are intended for accounts where investors seek an efficient and lower cost diversified asset allocation solution backed by the same research as the aforementioned models. The ETF models allocate to a selection of underlying ETFs selected based upon cost, trading volume and tracking error characteristics. Model Select DWM is offering a series of multi-manager models with strategic allocations that reflect DWM’s long-term strategic views, while allowing for tactical dynamic tilts in response to changes in credit and market cycles. Investment vehicle selections will have a balance between active and passive management in order to optimize and diversify the portfolio while simultaneously keeping in mind cost and efficiency. These models will also leverage Aladdin risk analytics tool, offered through BlackRock, Inc., to monitor portfolio risk and manage the whole portfolio within a proprietary risk framework. There are 4 suites of models: Dynasty Managed Core Dynasty Managed Core with Alts Dynasty Managed Core Tax-Aware Dynasty Long Horizon ETF DWM has contracted with BlackRock Customer Solutions to construct the models and 55 Institutional Partners LLC to handle trading, rebalancing and tax management overlay. Clients who participate in the DWM Managed Model Platform program shall also pay advisory fees to certain independent third party managers who manage underlying client assets on a sub-advisory basis. Fees paid to the independent third party managers are in addition to the platform and administrative fees charged by DWM and the advisory fee charged by your investment adviser as a Dynasty Network Adviser. Independent Manager fees are billed and collected in the same manner as the DWM Administration Fee. Advisory Firms that participate on the DWM advisory platform as third party sub-advisors, strategists or model managers pay a fee to DWM to participate, which fee is in the form of a marketing fee or revenue share as described below. Conflict of Interest in Model Select If any of the multi-manager models contain securities managed by FCF Advisors LLC (“FCF”), a SEC registered investment adviser, a conflict of interest exists because DWM’s affiliate has a revenue sharing agreement with FCF and will receive compensation from being part of these models. In addition, as set forth in Item 10, DWM’s Parent (Dynasty) has a minority, non-controlling ownership interest in FCF. The inclusion of any securities managed by FCF into these models will be presented to the DWM Investment Committee and voted on by its members. DWM has a financial incentive to add these securities managed by FCF in the models and direct Network Advisers to use these model(s) because of this relationship. This conflict is partially mitigated by utilizing an unrelated third party software risk analytics tool, Aladdin, to determine the weighted allocation percentages of the securities in these models. Under no circumstances will DWM increase the weighted allocation percentage of the securities managed by FCF that is determined by Aladdin and may decrease the allocation as determined by the DWM Investment Committee. As always, Network Advisers are free to choose any investment models, strategies, or programs offered by DWM and are not required to participate in any regard. ARK 10 Portfolio ARK’s strategy aims for long-term capital growth by actively managing a concentrated portfolio of public equity securities of companies that are relevant to the theme of disruptive innovation. Holdings include what ARK believes are the leaders, enablers, and beneficiaries of disruptive technologies. The strategy is benchmark agnostic. It invests in companies across multiple sectors and geographies. Portfolios will include issuers across all market capitalizations with low overlap to traditional broad market indices. Outsourced Chief Investment Officer (“OCIO”) Program DWM also offers customized portfolio solutions to investment advisers through its OCIO program. DWM outsources investment management capabilities offered through its Dynasty Investment Committee, in concert with research furnished by Envestnet PMC and iCapital. The OCIO approach is designed, to address specific adviser needs through the implementation of a customized approach. OCIO strategies may entail active or passive management strategies with the goal of creating portfolios focused on asset protection and growth of capital. Passive portfolios typically employ lower cost, passive ETFs, while active portfolios typically employ active third-party investment strategies, as appropriate. Portfolios are constructed, implemented and monitored through an institutional due diligence program. Dynasty, on behalf of its subsidiaries and for the benefit of the Dynasty Network, has established research and due diligence services working in concert with professional due diligence firms (collectively the “Research Partners”). The Investment Committee is responsible for evaluating and selecting the appropriate Research Partners. Research Partners are selected based on their expertise in the area of sub-manager research and their ability to provide diligence from an investment, operations, compliance and overall risk management perspective. The Investment Committee leverages these relationships and resources in its development of its investment guidance to the Dynasty Network. For each sub-manager recommended by Dynasty, a member of the Investment Committee or its Research Partners will typically perform all or some of the following: ● perform regular on-site visits ● meet with senior personal to assess organizational and management stability ● review due diligence protocols ● review quarterly work product; and ● discuss specific sub-manager activity Due to the dynamic nature of Dynasty’s services and affiliations, different due diligence methodologies may be employed. The level of due diligence and the responsible party for such due diligence shall vary depending on the source/need for review and the investment program/platform. DWM and Research Partners review many factors, in addition to performance, of a portfolio sub-manager before approval including but not limited to: ● Operational functionality ● Safety of client assets ● Investment Review ● Track Record ● Compliance Once the appropriate topics have been reviewed, DWM makes the determination whether to recommend the sub-manager or not. Other Matters Valuation: In the event that Dynasty references private investment funds owned by the client on any supplemental account reports, the value(s) for all such private investment funds shall reflect either the initial purchase and/or the most recent valuation provided by the fund sponsor. If the valuation reflects the initial purchase price (and/or a value as of a previous date), the current value(s) (to the extent ascertainable) may be significantly more or less than the original purchase price. Conflict of Interest in ETF Selection: As described in Item 10 below, DWM’s affiliate, Dynasty Securities, LLC (“Dynasty Securities”), a limited use broker–dealer, has entered a revenue sharing agreement with FCF by which Dynasty Securities will receive compensation in connection with including FCF managed exchange traded funds (“ETFs”) in DWM’s TAMP, and OCIO program. While DWM does not receive a higher management fee if FCF managed ETFs are included in TAMP and OCIO portfolios, a conflict of interest exists in that DWM has an incentive to recommend ETFs managed by FCF and/or include such ETFs in its Model Portfolios and OCIO Services as its affiliate will receive a portion of the revenue FCF receives. Further, the FCF ETFs may not be the lowest cost ETF’s available. The firm will include FCF ETFs only to the extent it is appropriate given the investment strategy of the portfolio and that the FCF ETF selection undergoes a due diligence process. C. Assets Under Management As of December 31, 2023, DWM had $916,787,822 in assets under management on a discretionary basis.