Dynamic Wealth Strategies provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year. The firm advises 1 private fund.
Dynamic Wealth Strategies reports 159 clients. They include 98 individual clients, 57 high-net-worth individuals and 3 charitable organizations. Of its assets, 100.0% ($191M across 159 accounts) are managed with discretion. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 62% | 19% |
| High-net-worth individuals | 36% | 77% |
| Pooled investment vehicles | <1% | 3% |
| Charitable organizations | 2% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 98 | $36.2M | 19.0% | $370K |
| High-net-worth individuals | 57 | $148M | 77.4% | $2.59M |
| Pooled investment vehicles | 1 | $6.01M | 3.2% | $6.01M |
| Charitable organizations | Fewer than 5 | $862K | 0.5% | $287K |
| Total | 159 | $191M | 100% | — |
- Clients
- 98
- Regulatory AUM
- $36.2M
- AUM share
- 19.0%
- Avg. per client
- $370K
- Clients
- 57
- Regulatory AUM
- $148M
- AUM share
- 77.4%
- Avg. per client
- $2.59M
- Clients
- 1
- Regulatory AUM
- $6.01M
- AUM share
- 3.2%
- Avg. per client
- $6.01M
- Clients
- Fewer than 5
- Regulatory AUM
- $862K
- AUM share
- 0.5%
- Avg. per client
- $287K
Total
- Clients
- 159
- Regulatory AUM
- $191M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 51–100
Dynamic Wealth Strategies is paid through a percentage of assets under management, hourly charges and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning & Consulting
- Financial planning and consulting are billed hourly at a standard $375, which may be negotiable, with a retainer of 50% of the estimated fee.
- Retirement Plan Management Services
- Retirement plan consulting carries an asset-based fee with a maximum annual fee of 0.50% of plan assets; the schedule for each plan is negotiable.
Nathan Ankney owns 25% to 50% of Dynamic Wealth Strategies. The leadership team of Dynamic Wealth Strategies includes Chief Operating Officer Jerry Palmer. It has 8 employees, 4 of them in advisory roles.
Leadership
Jerry PalmerChief Compliance Officer/Chief Operating Officer
Nathan AnkneyManaging Member
James BoyleManaging Member- Everett HambletonMember
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 4 in advisory functions
- 4 state-registered reps
- 3 insurance agents
- Owns 25% to 50% of Dynamic Wealth Strategies, LLC
Nathan Ankney
Control person · since June 2013
- Owns 25% to 50% of Dynamic Wealth Strategies, LLC
James Boyle
Control person · since June 2013
- Owns 25% to 50% of Dynamic Wealth Strategies, LLC
Everett Hambleton
Control person · since July 2013
- Owns 5% to 10% of Dynamic Wealth Strategies, LLC
Jerry Palmer
since June 2017
Dynamic Wealth Strategies’ regulatory assets grew 1.8× from $109M (April 2023) to $191M (March 2026); clients were 159 in both filings and employees were 8 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $191M | 159 | 8 | 4 |
| March 2025 | $145M | 152 | 8 | 4 |
| February 2024 | $133M | 156 | 8 | 4 |
| April 2023 | $109M | 154 | 8 | 4 |
Besides its headquarters, Dynamic Wealth Strategies has 3 offices (2 private residences, listed without an address), with 2 listed addresses in California.
California · 2 listed addresses
- 9700 Village Center Drive, Suite 50-A, Granite BayHQ
- 1530 the Alameda, San Jose
Contact and registration details
- Legal name
- Dynamic Wealth Strategies, LLC
- Headquarters
- 9700 Village Center Drive, Suite 50-A, Granite Bay, CA 95746
- Website
- dynwealth.com
- Phone
- 916-673-3470
- SEC file
- 801-126356
- Structure
- California LLC
- Fiscal year end
- December
Dynamic Wealth Strategies uses Charles Schwab ($185M) as custodian for its separately managed accounts. Dynamic Wealth Strategies has custody of $73.1M in client assets for 79 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $185M100%
At year end, Dynamic Wealth Strategies’ separately managed accounts were mostly in funds (82%) and stocks (12%). Its reported 13F holdings for the quarter ended 30 June 2026 total $188M across 291 positions; the largest are Vanguard Total Bond Market ETF (8.9%), iShares Expanded Tech Sector ETF (8.8%) and Vanguard Value ETF (6.8%).
What the accounts hold
- Stocks12%
- Funds82%
- Bonds5%
- Cash1%
Reported 13F holdings
- $188M
- Reported 13F value
- 291
- Positions
- 54.7%
- In the 10 largest
- +8.6%
- Value vs. prior quarter
- Vanguard Total Bond Market ETFETF8.9%
- iShares Expanded Tech Sector ETFETF8.8%
- Vanguard Value ETFETF6.8%
- Vanguard Mortgage-backed Securities ETFETF5.7%
- Vanguard Intermediate-term Treasury ETFETF4.8%
- Vanguard Short-term Treasury ETFETF4.8%
- Invesco S&P 500 Quality ETFETF4.5%
- State Street SPDR Portfolio S&P 500 Growth ETFETF3.6%
- Vanguard FTSE Developed Markets ETFETF3.6%
- iShares MSCI Eafe ETFETF3.3%
Together, the ten largest are 54.7% of reported value.
How many clients does Dynamic Wealth Strategies have?
Dynamic Wealth Strategies has 159 clients and manages $191 million for them, as of March 2026. They include 98 individual clients, 57 high-net-worth individuals and 3 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Dynamic Wealth Strategies offer?
Dynamic Wealth Strategies provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Dynamic Wealth Strategies use?
Dynamic Wealth Strategies’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $185M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does Dynamic Wealth Strategies have?
Dynamic Wealth Strategies has 4 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Dynamic Wealth Strategies invest in?
At the end of its last fiscal year, Dynamic Wealth Strategies’ separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities, 5% U.S. government and agency bonds and 1% cash and equivalents. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Dynamic Wealth Strategies?
Dynamic Wealth Strategies’ direct owners are Nathan Ankney, James Boyle, Everett Hambleton and Jerry Palmer, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Dynamic Wealth Strategies get paid?
Dynamic Wealth Strategies is paid through a percentage of assets under management, hourly charges and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Dynamic Wealth Strategies registered with the SEC?
Yes, Dynamic Wealth Strategies has been registered with the SEC as an investment adviser since 9 August 2022. Its CRD number is 167594 and its SEC file number is 801-126356.
Source: Form ADV Part 1A, Item 1, filed 23 March 2026; IAPD firm record
How do I contact Dynamic Wealth Strategies?
Dynamic Wealth Strategies’ main office is at 9700 Village Center Drive, Suite 50-A, Granite Bay, CA 95746. Its phone number is 916-673-3470. Its website is dynwealth.com.