# Dynamic Wealth Strategies, LLC

> Dynamic Wealth Strategies, LLC is an SEC-registered investment advisory firm in Granite Bay, CA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 167594
- Filed as: DYNAMIC WEALTH STRATEGIES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Granite Bay, CA
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167594
- AdvisorCensus page: https://advisorcensus.com/firm/dynamic-wealth-strategies-llc-granite-bay-ca-167594

## Quick answers

**How is Dynamic Wealth Strategies, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Dynamic Wealth Strategies, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees.

**How much does Dynamic Wealth Strategies, LLC charge?**
Its Form ADV Part 2A brochure dated March 23, 2026 states: Hourly rate: $375 an hour (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Dynamic Wealth Strategies, LLC located?**
Dynamic Wealth Strategies, LLC's principal office is in Granite Bay, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Dynamic Wealth Strategies, LLC registered with the SEC or a state?**
Dynamic Wealth Strategies, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 167594.

**How much does Dynamic Wealth Strategies, LLC manage?**
Dynamic Wealth Strategies, LLC reports $190,658,400 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have Dynamic Wealth Strategies, LLC's assets and staff changed since 2022?**
In the Form ADV data for Dynamic Wealth Strategies, LLC: Regulatory assets under management: $111,708,389 in the October 2022 data and $190,658,400 in the October 2026 data, up 71%. Total employees: 8 in October 2022 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Dynamic Wealth Strategies, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (98); high net worth individuals (57); charitable organizations (3).

**Which custodians does Dynamic Wealth Strategies, LLC use?**
Dynamic Wealth Strategies, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Dynamic Wealth Strategies, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/167594

**What changed in Dynamic Wealth Strategies, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $144,952,783 to $190,658,400 (+32%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Hourly rate: $375 an hour (financial planning and consulting services)

> We charge on an hourly basis for financial planning and consulting services. The total fee, as well as the ultimate fee that we charge you, is based on the time, scope, and complexity of our engagement with you. Our standard hourly fee is $375.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $190,658,400
- Discretionary: $190,658,400
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 98 | $36,235,461 |
| High net worth individuals | 57 | $147,550,225 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $6,010,575 |
| Charitable organizations | 3 | $862,139 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- San Jose, CA

### Websites listed on Form ADV (Item 1.I)
- dynamicwealthstrategies.com
- dynwealth.com
- granitebayfinancialadvisor.com
- granitebayfinancialplanner.com
- livingfinancialplan.com
- Facebook @Dynamic-Wealth-Strategies-LLC-110549733846

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $111,708,389 | 8 | August 26, 2022 |
| October 2023 | $108,785,621 | 8 | April 5, 2023 |
| October 2024 | $132,998,523 | 8 | February 28, 2024 |
| October 2025 | $144,952,783 | 8 | March 18, 2025 |
| October 2026 | $190,658,400 | 8 | March 23, 2026 |

Regulatory assets under management: $111,708,389 in the October 2022 data and $190,658,400 in the October 2026 data, up 71%.
Total employees: 8 in October 2022 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $144,952,783 to $190,658,400 (+32%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dynamic Wealth Strategies, LLC (CRD 167594): Form ADV filing data as of October 2026.