Dynamic Wealth Strategies, LLC
● SEC registered since 2022CRD 167594SEC# 801-126356Granite Bay, CA
Ranks #5,181 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$190.7M
Fund GAV
$6M
Private funds
1
Employees
8
Accounts
159
Location
Granite Bay, CA
Dynamic Wealth Strategies, LLC assets under management
Dynamic Wealth Strategies, LLC operates as an SEC-registered investment adviser based in Granite Bay, CA. The firm has been registered since 2022. It reports $190.7 million in regulatory assets under management and employs 8 people. Dynamic Wealth Strategies, LLC manages 1 private fund with combined gross assets of $6 million, including Corefactor Fund, LP. By regulatory assets, it ranks 5,181 of 6,004 private fund managers.
Dynamic Wealth Strategies, LLC private funds
1 funds · $6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Corefactor Fund, LP | Hedge | $6M | $250K |
Dynamic Wealth Strategies, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Everett Hambleton Control | Member | 25-50% | 2013 |
| James Brian Boyle Control | Managing Member | 25-50% | 2013 |
| Jerry Clark Palmer | Chief Compliance Officer/Chief Operating Officer | 5-10% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Dynamic Wealth Strategies, LLC manage?
Dynamic Wealth Strategies, LLC reports $190.7 million in regulatory assets under management on its Form ADV.
How many private funds does Dynamic Wealth Strategies, LLC manage?
Dynamic Wealth Strategies, LLC manages 1 private funds with combined gross assets of $6 million.
How many employees does Dynamic Wealth Strategies, LLC have?
Dynamic Wealth Strategies, LLC reports 8 employees.
Where is Dynamic Wealth Strategies, LLC located?
Dynamic Wealth Strategies, LLC is based in Granite Bay, CA and has been SEC-registered since 2022.
Does Dynamic Wealth Strategies, LLC disclose fund performance?
Dynamic Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9700 Village Center Drive, Suite 50-A, Granite Bay, CA 95746 |
| Phone | (916) 673-3470 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$190.7M▲ 32%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
AUM vs fund managersTop 86%
Larger than 14% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$190.7Mregulatory AUM
Discretionary $190.7M
Service providers
Auditor
Prime broker
Custodian
Administrator