The DYNAMIC WEALTH STRATEGIES, LLC is a privately held investment adviser that advises $190.66mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. DYNAMIC WEALTH STRATEGIES, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 73.19% over the last 3-years.
The Group has been registered with the SEC for 13.14 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 9700 VILLAGE CENTER DRIVE SUITE 50-A, GRANITE BAY, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 8 employees comprised of 4 investment and 4 non-investment staff. The total number of Employees increased by 166.67% over the last 5-years.
Their $190.66mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 3 other accounts. Assets of High Net Worth Individuals clients own $147.55mn or 77.39% of Total Assets and Individuals own $36.24mn or 19.01% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
DYNAMIC WEALTH STRATEGIES, LLC names 1 sub-adviser THREE SIGMA CAPITAL, LLC to 1 different fund advised by the group. The Group has been named as the sub-adviser to 0 funds.