Dynamic Wealth Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$183,785,686
Clients
155
Advisors
4
across 2 offices
About
Dynamic Wealth Strategies advises individuals (including high-net-worth clients), trusts, corporations, and employer-sponsored retirement plans, and it also serves pooled investment vehicle clients through CoreFactor Fund, LP. Its service lineup includes discretionary asset management, model-based programs (Dynamic BIOs), a Horizons fixed-income offering, financial planning, and retirement plan consulting.
The firm generally implements predefined model portfolios that are tailored for tax sensitivities, concentrated holdings, or client-imposed restrictions and reviews managed accounts at least quarterly. For certain mandates and the CoreFactor Fund, the firm uses factor-based strategies, derivatives and option overlays (including third-party providers such as SpiderRock and a Three Sigma sub-adviser), an actively managed REIT strategy, and sub-adviser arrangements.
Several features distinguish the firm from typical peers: some principals are licensed real estate agents and offer real estate transaction services through a related broker, the firm acts as sponsor/general partner to a private pooled fund that pays performance-based allocations and is managed side-by-side with client accounts, and an affiliated enrolled agent provides tax-preparation services outside the advisory entity. These affiliations and the firm’s role as a private fund adviser and fund sponsor are noted conflicts that the firm discloses and monitors.
Client services
Expertise
Fee options
$0 - $500,000: 1.40% $500,001 - $1,000,000: 1.30% $1,000,001 - $3,000,000: 1.15% Over $3,000,000+: 0.90%
$375/hour standard rate, negotiable
Performance fee of 20% carried interest for CoreFactor Fund, LP (pooled investment vehicle)
Account minimum: $500,000
Main office
See office9700 Village Center Drive, Suite 50 A
Granite Bay CA 95746
Advisors at this office
3
Offices (2)
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Conrad A
CFP®, Series 66
Granite Bay, CA
Dynamic Wealth Strategies, LLC
Conrad Aarseth is a CFP® with 17 years of industry experience and has been with Dynamic Wealth Strategies, LLC since 2013. He holds a Series 66 license and also works as a California insurance agent specializing in fixed, health, accident, annuities, life, and term insurance. Additionally, he is an enrolled agent providing tax preparation services. Dynamic Wealth Strategies is a team-based registered investment adviser serving individuals, trusts, corporations, retirement plans, and pooled investment vehicles. The firm offers discretionary portfolio management using customized and model-based approaches, along with financial planning, retirement-plan consulting, and affiliated tax services.
Nathan A
CFA®, Series 63, Series 65
Granite Bay, CA
Dynamic Wealth Strategies, LLC
Nathan Ankney is a CFA® charterholder with 24 years of experience in the financial industry. He has been with Dynamic Wealth Strategies, LLC since 2013. In addition to his advisory role, Ankney is a licensed California insurance agent and a real estate agent, and he serves as a general partner of a pooled investment vehicle through Rosewind, LLC. Dynamic Wealth Strategies is a team-based registered investment adviser serving individuals, trusts, corporations, retirement plans, and pooled investment vehicles. The firm offers discretionary portfolio management using tailored model portfolios, financial planning, retirement-plan consulting, and tax services through an affiliated professional.
James B
Series 66
Granite Bay, CA
Dynamic Wealth Strategies, LLC
James Boyle is a financial advisor at Dynamic Wealth Strategies, LLC with 17 years of industry experience. He holds a Series 66 designation and has been with Dynamic Wealth Strategies since 2013. Outside of his advisory role, Boyle is a licensed California insurance agent and a real estate agent, and he serves as a principal of Rosewind, LLC, a pooled investment vehicle. Dynamic Wealth Strategies is a team-based registered investment adviser serving individuals, trusts, corporations, retirement plans, and pooled investment vehicles. The firm offers discretionary portfolio management through customized and model-based programs, financial planning, retirement-plan consulting, and tax services via an affiliated professional.
Jerry P
Series 63, Series 65
San Diego, CA
Dynamic Wealth Strategies, LLC
Jerry Palmer Jr. is a financial advisor with Dynamic Wealth Strategies, LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Dynamic Wealth Strategies since 2017 and was previously with Independent Financial Group, LLC from 2007 to 2016. Dynamic Wealth Strategies advises individuals, trusts, corporations, and retirement plans, offering discretionary asset management, model-based programs, financial planning, and retirement consulting. The firm employs tailored model portfolios with factor-based strategies, derivatives, option overlays, and sub-adviser arrangements, and it also serves clients through a private pooled fund.
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