Dynamic Wealth Strategies, LLC

Dynamic Wealth Strategies, LLC (CRD# 167594) is a financial advisory firm headquartered in Granite Bay, CA. They manage $132,998,523 in 424 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
9700 Village Center Drive, Suite 50-a, Granite Bay, CA 95746
http://granitebayfinancialplanner.com
By the Numbers
  • Total Assets Under Management
    133
    MILLION
  • Total Number of Accounts
    424
    ACCOUNTS
  • Average Account Value
    $313,676
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Dynamic Wealth Strategies, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Conrad Aarseth, financial advisor Granite Bay CA
Conrad M. Aarseth
CRD#: 5156625
9700 Village Center Drive, Suite 50-a, Granite Bay, CA 95746

Conrad Aarseth (CRD# 5156625) is an Investment Advisor Representative working at Dynamic Wealth Strategies, LLC in Granite Bay, CA and has over 16 years of experience in the finance industry.

2
Nathan Ankney, financial advisor Granite Bay CA
Nathan C. Ankney
CRD#: 2444651
9700 Village Center Drive, Suite 50-a, Granite Bay, CA 95746

Nathan Ankney (CRD# 2444651) is an Investment Advisor Representative working at Dynamic Wealth Strategies, LLC in Granite Bay, CA and has over 22 years of experience in the finance industry.

3
James Boyle, financial advisor Granite Bay CA
James B. Boyle
CRD#: 5570142
9700 Village Center Drive, Suite 50-a, Granite Bay, CA 95746

James Boyle (CRD# 5570142) is an Investment Advisor Representative working at Dynamic Wealth Strategies, LLC in Granite Bay, CA and has over 15 years of experience in the finance industry.

4
Jerry Palmer, financial advisor Granite Bay CA
Jerry C. Palmer
CRD#: 3270508
9700 Village Center Drive, Suite 50-a, Granite Bay, CA 95746

Jerry Palmer (CRD# 3270508) is an Investment Advisor Representative working at Dynamic Wealth Strategies, LLC in Granite Bay, CA and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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