# DYNAMIC WEALTH STRATEGIES, LLC

DYNAMIC WEALTH STRATEGIES, LLC of GRANITE BAY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 167594
- Type: SEC-registered investment adviser
- SEC file number: 801-126356
- Location: 9700 VILLAGE CENTER DRIVE, SUITE 50-A, GRANITE BAY, CA, 95746
- Phone: (916) 673-3470
- Latest filing: 2026-03-23
- Regulatory AUM: $190.7M
- Discretionary AUM: $190.7M
- Clients: 8
- Accounts: 159

## Business model

- Compensation: % of AUM, Hourly, Performance
- Clients served: Individuals, High net worth, Charities, Investment cos

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Nathan Christopher Ankney | MANAGING MEMBER | — |
| James Brian Boyle | MANAGING MEMBER | — |
| Everett Hambleton | MEMBER | — |
| Jerry Clark Palmer | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | — |
| ANKNEY NATHAN CHRISTOPHER | MANAGING MEMBER | — |
| BOYLE JAMES BRIAN | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| HAMBLETON EVERETT | MANAGING MEMBER; MEMBER | — |
| PALMER JERRY CLARK | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/167594/brochure
- Similar advisers: https://search.stillhousedata.com/firm/167594/similar
- Related entities: https://search.stillhousedata.com/firm/167594/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/167594

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.