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DYNAMIC WEALTH STRATEGIES, LLC
CRD 167594 · SEC 801-126356
9700 VILLAGE CENTER DRIVE, SUITE 50-A, GRANITE BAY, CA, 95746, United States
Phone
(916) 673-3470
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$190.7M
Discretionary AUM
$190.7M
Team
8 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 98 | $36.2M |
| High net worth individuals | 57 | $147.6M |
| Pooled investment vehicles | 1 | $6.0M |
| Charitable organizations | 3 | $862K |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD