DYNAMIC WEALTH STRATEGIES, LLC

9700 Village Center Drive
Suite 50-A
Granite Bay, California 95746
Tel: (916) 673-3470

About DYNAMIC WEALTH STRATEGIES, LLC

DYNAMIC WEALTH STRATEGIES, LLC, formally registered with the SEC as DYNAMIC WEALTH STRATEGIES, LLC. The firm was established in 08/09/2022. They have over 4 offices throughout the country.

DYNAMIC WEALTH STRATEGIES, LLC is a Granite Bay, California based Financial Planning firm with nearly $132,998,523 assets under management, offering retirement planning & investment advisory services to 424 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	167594
SEC#	801-126356
Assets Managed by Firm	$132,998,523
No. of Clients	424
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	424	$132,998,523
Individuals (other than high net worth individuals)	117	$44,665,685
High net worth individuals	35	$82,508,546
Charitable organizations	3	$788,844

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