|
⚲
|
| Keyboard |
| Dynamic Wealth Strategies LLC
✚
|
|
|---|---|
| CRD # | 167594 |
| SEC # | 801-126356 |
| CIK # | 0001812853 |
| AUM | 190.7 M (2026-03-23) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 916-673-3470 |
| Address | 9700 Village Center Drive Granite Bay, CA 95746 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Corefactor Fund LP | [2022-07-07] | 6.0 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 98 | 36.2 |
| (b) Individuals (high net worth individuals) | 57 | 147.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 6.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 159 | 190.7 |
| By Discretionary | ||
| Discretionary | 159 | 190.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 159 | 190.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 190.7 | |
| Total | 159 | 190.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Gaurav Khanna | 2 | 2 | ||
| Alexia Massalin | 1 | 1 | ||
| Rosewind LLC | 1 | 1 | ||
| Nathan Ankney | 1 | 1 | ||
| J Boyle | 1 | 1 | ||
| Dynamic Wealth Strategies LLC | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001812853] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
|
Marvin & Palmer Associates
✚
|
DE | 195.7 M |
|
Fort Street Asset Management LLC
✚
|
HI | 195.4 M |
|
Buckley Capital Advisors LLC
✚
|
FL | 193.8 M |
|
Blueheel
✚
|
TX | 192.3 M |
|
Anchor Capital Management Group Inc
✚
|
CA | 191.2 M |
|
Columbia River Advisors LLC
✚
|
WA | 191.1 M |
|
Daytona Street Capital LLC
✚
|
MO | 189.3 M |
|
Bristlecone Value Partners LLC
✚
|
CA | 188.4 M |
|
ARCA Investment Management LLC
✚
|
CA | 188.1 M |
|
Topturn Capital LLC
✚
|
CA | 187.4 M |