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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PALMER, JERRY, CLARK | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | |
| PALMER, JERRY, CLARK | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | |
| PALMER, JERRY, CLARK | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | |
| PALMER, JERRY, CLARK | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | |
| PALMER, JERRY, CLARK | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | |
| PALMER, JERRY, CLARK | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | |
| PALMER, JERRY, CLARK | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | |
| ANKNEY, NATHAN, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| ANKNEY, NATHAN, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| ANKNEY, NATHAN, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| ANKNEY, NATHAN, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| ANKNEY, NATHAN, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| ANKNEY, NATHAN, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| ANKNEY, NATHAN, CHRISTOPHER | I | MANAGING MEMBER | D | Control |
| BOYLE, JAMES, BRIAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| BOYLE, JAMES, BRIAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| BOYLE, JAMES, BRIAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| BOYLE, JAMES, BRIAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| BOYLE, JAMES, BRIAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| BOYLE, JAMES, BRIAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| BOYLE, JAMES, BRIAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| ANKNEY, NATHAN, CHRISTOPHER | I | MANAGING MEMBER | C | Control |
| ANKNEY, NATHAN, CHRISTOPHER | I | MANAGING MEMBER | C | Control |
| ANKNEY, NATHAN, CHRISTOPHER | I | MANAGING MEMBER | C | Control |
| ANKNEY, NATHAN, CHRISTOPHER | I | MANAGING MEMBER | C | Control |
| ANKNEY, NATHAN, CHRISTOPHER | I | MANAGING MEMBER | C | Control |
| ANKNEY, NATHAN, CHRISTOPHER | I | MANAGING MEMBER | C | Control |
| ANKNEY, NATHAN, CHRISTOPHER | I | MANAGING MEMBER | C | Control |
| ANKNEY, NATHAN, CHRISTOPHER | I | MANAGING MEMBER | C | Control |
| ANKNEY, NATHAN, CHRISTOPHER | I | MANAGING MEMBER | C | Control |
| ANKNEY, NATHAN, CHRISTOPHER | I | MANAGING MEMBER | C | Control |
| ANKNEY, NATHAN, CHRISTOPHER | I | MANAGING MEMBER | C | Control |
| ANKNEY, NATHAN, CHRISTOPHER | I | MANAGING MEMBER | C | Control |
| BOYLE, JAMES, BRIAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| BOYLE, JAMES, BRIAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| BOYLE, JAMES, BRIAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| BOYLE, JAMES, BRIAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| BOYLE, JAMES, BRIAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| BOYLE, JAMES, BRIAN | I | MANAGING MEMBER | C | Control |
| BOYLE, JAMES, BRIAN | I | MANAGING MEMBER | C | Control |
| BOYLE, JAMES, BRIAN | I | MANAGING MEMBER | C | Control |
| BOYLE, JAMES, BRIAN | I | MANAGING MEMBER | C | Control |
| BOYLE, JAMES, BRIAN | I | MANAGING MEMBER | C | Control |
| BOYLE, JAMES, BRIAN | I | MANAGING MEMBER | C | Control |
| BOYLE, JAMES, BRIAN | I | MANAGING MEMBER | C | Control |
| HAMBLETON, EVERETT | I | MEMBER | C | Control |
| HAMBLETON, EVERETT | I | MEMBER | C | Control |
| HAMBLETON, EVERETT | I | MEMBER | C | |
| HAMBLETON, EVERETT | I | MANAGING MEMBER | C | Control |
| HAMBLETON, EVERETT | I | MEMBER | C | Control |
| HAMBLETON, EVERETT | I | MEMBER | C | Control |
| HAMBLETON, EVERETT | I | MEMBER | C | Control |
| HAMBLETON, EVERETT | I | MEMBER | C | Control |
| HAMBLETON, EVERETT | I | MEMBER | C | Control |
| HAMBLETON, EVERETT | I | MEMBER | C | Control |
| HAMBLETON, EVERETT | I | MEMBER | C | Control |
| HAMBLETON, EVERETT | I | MEMBER | C | Control |
Registrations
Federal
IA
Mar 18, 2025 REGISTERED
Notice Filings (3)
CA NH TX
Address
9700 VILLAGE CENTER DRIVESUITE 50-A
GRANITE BAY, CA 95746
United States
Phone: (916) 673-3470