D
$190.7M Total AUM
$190.7M Disc. AUM
21.2% 3Y CAGR
8 Employees
160 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Interactive Brokers · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- North emberFrontier momentum +more
- Established Date
- 06-14-2013
- Office Locations
- 3
Office Locations
9700 Village Center Drive, Suite 50-A Granite BAY CA
-- Folsom CA
-- Wilton CA
About Dynamic Wealth Strategies, LLC
Dynamic Wealth Strategies, LLC is a Granite Bay, CA RIA serving retail and institutional clients, with a focus on entrepreneurs. The firm provides financial and wealth planning (tax, estate, insurance, charitable giving and business succession) alongside discretionary portfolio management and construction using a mix of public funds, ETFs and U.S. government bonds, and is known to custody with Charles Schwab.
Team overview
46 AVG AGE
$47.7M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
11.7 yrs AVG TENURE
8 Employees
4 Advisory Reps
4 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Ember eagle Foundation atlas Eagle
Client Personas
Zenith glacier
Custodian
Vector Frontier Unison
Investment Themes
Meridian Delta foundation Insight glacier Element vital
Investment Vehicles
Prime Pathway
Services
Catalyst timber Glacier harbor Capital signal Horizon element Fusion oak Harbor eagle Catalyst Prime summit Vertex Oak Delta
Technology
Vertex Meridian pathway Zenith
Owner & Executives
N
NATHAN CHRISTOPHER ANKNEY
Advisor, Managing Member
- CRD
- #2444651
- Ownership
- 25% but less than 50%
(359) 554-3100
oak.vertex@eaglecapital.com
in linkedin.com/in/eagle-value
J
JAMES BRIAN BOYLE
Chief Executive Officer, Managing Member
- CRD
- #5570142
- Ownership
- 25% but less than 50%
(588) 233-9958
atlas.capital@glaciercapital.com
in linkedin.com/in/north-value
L
Legacy alpha
Quantum summit glacier
- CRD
- #50877
- Ownership
- 39.4%
(435) 460-7047
timber.unison@frontiercapital.com
in linkedin.com/in/insight-harbor
Showing 2 of 4 owners & executives
Unlock allContacts
C
CONRAD MICHAEL AARSETH
Wealth Manager
- CRD
- #5156625
(572) 755-6023
ember.element@unisoncapital.com
in linkedin.com/in/pathway-oak
Showing 1 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $190,658,400 | $1,199,109 |
| Non-Discretionary | $0 | -- |
| Total | $190,658,400 | $1,199,109 |
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Separately Managed Accounts
Total SMA Asset: $184,647,825
Public Funds:
32.8% Equity - Exchange:
17.2% U.S. Government/Agency:
31.5% Cash:
18.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,178,585,472 | 32.8% |
| Equity - Exchange | $1,142,428,967 | 17.2% |
| U.S. Government/Agency | $2,092,239,097 | 31.5% |
| Cash | $1,228,775,343 | 18.5% |
| Total | $6,642,028,879 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL HORIZON DELTA | PEAK PRIME | QPSO4R4Y0 | XOQL | 10.08% | $5,986,149 |
| INSIGHT ALPHA WAVE | ELEMENT PRIME | 4C1ZPJOKP | LTM | 10.09% | $55,702,449 |
| HARBOR ATLAS | PIONEER SUMMIT | 55Z2E8MKS | ENHCE | 10.41% | $91,611,586 |
| INSIGHT EAGLE ALPHA | MOMENTUM MOMENTUM | 8EECUH9JT | ILHUN | 8.52% | $87,813,913 |
| PATHWAY DELTA | BEACON QUANTUM | OK8Q9LX9Z | WRV | 9.83% | $114,222,029 |
| MERIDIAN GLACIER RIDGE | VITAL UNISON | 3G7IE14YP | PGAI | 9.83% | $25,416,612 |
| BEACON RADIAL ZENITH | VALUE EMBER | 9APK95MPW | LTJRQ | 11.63% | $72,769,802 |
| VECTOR FUSION | FOUNDATION PEAK | EIEG4JZPK | XOHWV | 7.83% | $5,337,844 |