| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Corefactor Fund, LP | Hedge | $5.6M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Everett Hambleton Control | Member | 25-50% | 2013 |
| James Brian Boyle Control | Managing Member | 25-50% | 2013 |
| Jerry Clark Palmer | Chief Compliance Officer/Chief Operating Officer | Under 5% | 2017 |
Dynamic Wealth Strategies, LLC reports $145 million in regulatory assets under management on its Form ADV.
Dynamic Wealth Strategies, LLC manages 1 private funds with combined gross assets of $5.6 million.
Dynamic Wealth Strategies, LLC reports 8 employees.
Dynamic Wealth Strategies, LLC is based in Granite Bay, CA and has been SEC-registered since 2022.
Dynamic Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9700 Village Center Drive, Suite 50-A, Granite Bay, CA 95746 |
| Phone | (916) 673-3470 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $145M |
| Non-discretionary | $0 |
| Total (RAUM) | $145M |