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DYNAMIC WEALTH STRATEGIES, LLC

GRANITE BAY, CA · CRD 167594 · IAPD ↗ · granitebayfinancialplanner.com · (916) 673-3470

$190.7MRegulatory AUM
4Advisory reps
8Employees
1Clients
51-100Planning clients
1Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — DYNAMIC WEALTH STRATEGIES, LLC reported RAUM up 32% ($145.0M -> $190.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.