Dynamic Wealth Strategies, Llc
- Regulatory AUM
- $191M
- Discretionary
- $191M
- Clients
- 159
- Avg AUM / client
- $1.2M
- Accounts
- 159
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 98 | $36.2M | 19.0% |
| High net worth individuals | 57 | $148M | 77.4% |
| Pooled investment vehicles (non-investment companies) | 1 | $6.0M | 3.15% |
| Charitable organizations | 3 | $862K | 0.45% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Feb 2024 · $5.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Corefactor Fund, Lp | Hedge Fund | Delaware | $5.0M | 13 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Brian Boyle | Managing Member | Jun 2013 (13y) | 25% – 50% | |
| Nathan Christopher Ankney | Managing Member | CFA | Jun 2013 (13y) | 25% – 50% |
| Hambleton, Everett | Member | Jul 2013 (13y) | 25% – 50% | |
| Jerry Clark Palmer | Chief Compliance Officer/Chief Operating Officer | Jun 2017 (9y) | Less than 5% | |
| Conrad Michael Aarseth | Registered representative | CFP | Jun 2013 (13y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $5.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Corefactor Fund, Lp | Hedge Fund | $5.0M | $250K | 13 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $185M (97% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗