DYNAMIC WEALTH STRATEGIES, LLC
CRD #167594 SEC #801-126356 GRANITE BAY, CA (916) 673-3470
SEC Registered Private Funds
Total AUM
$145M
Discretionary
$145M
Employees
8
Clients
51
Accounts
429
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $145M | $145M | $0 | 8 | 0 |
| Feb 2024 | $133M | $133M | $0 | 8 | 5 |
| Apr 2023 | $108.8M | $108.8M | $0 | 8 | 0 |
| Apr 2023 | $108.8M | $108.8M | $0 | 8 | 0 |
| Mar 2023 | $108.8M | $108.8M | $0 | 8 | 0 |
| Aug 2022 | $111.7M | $111.7M | $0 | 8 | 3 |
| Jul 2022 | $111.7M | $111.7M | $0 | 8 | 3 |
| Oct 2013 | $38.6M | $38.4M | $249K | 3 | 0 |
| Sep 2013 | $38.6M | $38.4M | $249K | 3 | 0 |
| Sep 2013 | $38.6M | $38.4M | $249K | 3 | 0 |
| Jul 2013 | $0 | $0 | $0 | 3 | 0 |
| Jul 2013 | $0 | $0 | $0 | 3 | 0 |
| Jul 2013 | $0 | $0 | $0 | 3 | 0 |
| Jul 2013 | $0 | $0 | $0 | 3 | 0 |
| Jun 2013 | $0 | $0 | $0 | 3 | 0 |
| Jun 2013 | $0 | $0 | $0 | 3 | 0 |
| Jun 2013 | $0 | $0 | $0 | 3 | 0 |
| May 2013 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees8
Clients0
DateFeb 2024
Total AUM$133M
Discretionary$133M
Non-Disc.$0
Employees8
Clients5
DateApr 2023
Total AUM$108.8M
Discretionary$108.8M
Non-Disc.$0
Employees8
Clients0
DateApr 2023
Total AUM$108.8M
Discretionary$108.8M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$108.8M
Discretionary$108.8M
Non-Disc.$0
Employees8
Clients0
DateAug 2022
Total AUM$111.7M
Discretionary$111.7M
Non-Disc.$0
Employees8
Clients3
DateJul 2022
Total AUM$111.7M
Discretionary$111.7M
Non-Disc.$0
Employees8
Clients3
DateOct 2013
Total AUM$38.6M
Discretionary$38.4M
Non-Disc.$249K
Employees3
Clients0
DateSep 2013
Total AUM$38.6M
Discretionary$38.4M
Non-Disc.$249K
Employees3
Clients0
DateSep 2013
Total AUM$38.6M
Discretionary$38.4M
Non-Disc.$249K
Employees3
Clients0
DateJul 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0