Dynamic Wealth Strategies, LLC

Dynamic Wealth Strategies, LLC (CRD# 167594) is a financial advisory firm headquartered in Granite Bay, CA. They manage $55,032,031 in 271 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    271
    ACCOUNTS
  • Average Account Value
    $203,070
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Dynamic Wealth Strategies, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Conrad M. Aarseth
CRD#: 5156625
Galt, CA
96
Wealthminder
score

Conrad Aarseth (CRD# 5156625) is an Investment Advisor Representative working at Dynamic Wealth Strategies, LLC in Galt, CA and has over 10 years of experience in the finance industry. Conrad Aarseth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Nathan C. Ankney
CRD#: 2444651
9700 Village Center Drive, Suite 50-a, Granite Bay, CA 95746
93
Wealthminder
score

Nathan Ankney (CRD# 2444651) 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.

3
James B. Boyle
CRD#: 5570142
9700 Village Center Drive, Suite 50-a, Granite Bay, CA 95746
93
Wealthminder
score

James Boyle (CRD# 5570142) is an Investment Advisor Representative working at Dynamic Wealth Strategies, LLC in Granite Bay, CA and has over 9 years of experience in the finance industry.

4
Toby Koehler
CRD#: 6276400
1541 The Alameda, San Jose, CA 95126
89
Wealthminder
score

Toby Koehler (CRD# 6276400) is an Investment Advisor Representative working at Dynamic Wealth Strategies, LLC in San Jose, CA and has over 4 years of experience in the finance industry.

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