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DYNAMIC WEALTH STRATEGIES, LLC
GRANITE BAY, CA
(916) 673-3470
SEC #801-126356Total AUM
$190.7M
Employees
8Clients
159Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9700 VILLAGE CENTER DRIVE
SUITE 50-A
GRANITE BAY
CA 95746
United States
SUITE 50-A
GRANITE BAY
CA 95746
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
(916) 673-3470
Other Offices
3
Financials
Total AUM
$190.7M
Accounts
159Discretionary
$190.7M
Accounts
159Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
98AUM
$36.2M
HNW Individual Clients
57AUM
$147.6M
Pooled Vehicle Clients
1AUM
$6M
Charitable Organization Clients
3AUM
$862.1K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CATX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.