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Building 2DYNAMIC WEALTH STRATEGIES, LLC

Map pinGRANITE BAY, CA
Phone(916) 673-3470
NotebookSEC #801-126356
Total AUM
$190.7M
Employees
8
Clients
159

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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