Everett Hambleton is a control person of Dynamic Wealth Strategies and directly owns between 25% and 50% of it.
Dynamic Wealth Strategies is an investment adviser based in Granite Bay, CA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and pooled investment vehicles. Its regulatory assets under management total $191 million, as filed on 23 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6232254
- Firm
- Dynamic Wealth Strategies · CRD 167594
- Role
- Member
- In role since
- July 2013 · 13 years
- Control person
- Yes
- Direct ownership
- 25% to 50%
- Firm headquarters
- Granite Bay, CA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Everett Hambleton work?
Everett Hambleton has held the title Member at Dynamic Wealth Strategies, LLC since July 2013, and is a control person of the firm.
How can I verify Everett Hambleton’s record?
Everett Hambleton’s role is listed on Dynamic Wealth Strategies, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 167594.
