DYNAMIC WEALTH STRATEGIES, LLC
Firm details
- Headquarters
- GRANITE BAY, California
- CRD number
- 167594
- Registered since
- August 9, 2022
- Website
- www.dynwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- HNWI77.39%
- Individuals19.01%
- Pooled Investment Vehicles3.15%
- Charitable Organizations0.45%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Dynamic Wealth Strategies, LLC is an independent, SEC-registered investment adviser organized as an LLC and registered in 2022. The firm is owned by an individual and serves both high-net-worth individuals and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of outside managers — the firm identifies itself as a capital allocator. Fee arrangements are flexible and include asset-based fees, hourly billing, and performance-linked compensation. The firm does not describe itself as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities12%
- US Government Bonds5%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3JAMES BOYLE
Co-Founder & CEOCRD 5570142
NATHAN ANKNEY
Co Founder and Chief Investment OfficerCRD 2444651
JERRY PALMER
Chief Compliance Officer & Chief Operating OfficerCRD 3270508
Contacts
2 of 2CONRAD AARSETH
Wealth ManagerCRD 5156625
EVERETT HAMBLETON
MemberCRD 6232254
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 122Active vs passive
$181M in ETFs
100%
$181M
<1%
$544K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND (BND) | Vanguard | Passive | Intermediate Core Bond | $16.6M | 225,615 | 9.16% |
Location
GRANITE BAY, CA
PLACER
Location
GRANITE BAY, CA
Headquartered in GRANITE BAY, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- PLACER
- Address
- 9700 Village Center Dr
- Time zone
- PT (UTC-8)
- Office locations
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