Firm profile

DYNAMIC WEALTH STRATEGIES, LLC

GRANITE BAY, CACRD 167594Latest ADV March 23, 2026

Dynamic Wealth Strategies, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Granite Bay, CA. Its latest Form ADV filing, dated March 23, 2026, reports $191M in regulatory assets under management, 8 employees, 3 offices, and 159 accounts.

Assets Under Management
$191M
Employees
8
Offices
3 offices
Total Clients
159
Primary office
GRANITE BAY, CA
9700 VILLAGE CENTER DRIVE, SUITE 50-A, GRANITE BAY, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOJerry C. Palmer
COOJerry C. Palmer

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Hourly charges
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 61.6% of total clients.
Top client categories% of clientsClients
1
Individuals
61.6%
98
2
HNWI
35.8%
57
3
Charitable
1.9%
3
4
Pooled Investment Vehicles
0.6%
1
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$191Mas of March 23, 2026
Discretionary100.0%
$191M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$191M
Total Accounts159
10Y AUM Change+$79M (+70.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee20:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.