Assets Under Management
$145.0M
Number of Clients
152
Number of Advisors
4
Average Client AUM
$954K
AUM per Advisor
$36.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Dynamic Wealth Strategies, LLC offers asset management, comprehensive portfolio management, fixed income management, and financial planning & consulting. They create portfolios using various securities and tailor them to client needs. They also provide retirement plan consulting services to employer-sponsored retirement plans.
9700 Village Center Drive, Suite 50-A, Granite Bay, CA, 95746