Overview
Assets Under Management: $191 million
Headquarters: GRANITE BAY, CA
High-Net-Worth Clients: 57
Average Client Assets: $2.6 million
Frequently Asked Questions
DYNAMIC WEALTH STRATEGIES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #167594), DYNAMIC WEALTH STRATEGIES, LLC is subject to fiduciary duty under federal law.
DYNAMIC WEALTH STRATEGIES, LLC is headquartered in GRANITE BAY, CA.
DYNAMIC WEALTH STRATEGIES, LLC serves 57 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, DYNAMIC WEALTH STRATEGIES, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
DYNAMIC WEALTH STRATEGIES, LLC manages $191 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, DYNAMIC WEALTH STRATEGIES, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.39%
Average Client Assets: $2.6 million
Total Client Accounts: 159
Discretionary Accounts: 159
Regulatory Filings
CRD Number: 167594
Filing ID: 2039263
Last Filing Date: 2026-03-23 12:30:20