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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

DYNAMIC WEALTH STRATEGIES, LLC

CRD 167594

GRANITE BAY, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:68111fc2-9d0d-d81a-3a8b-5b63122c587e

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 0
Observed: May 17, 2013 to Mar 23, 2026
20 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.03 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $191MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $191M
Private client RAUM: $184MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $47.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 4
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 159
Individual clients: 98
High net worth clients: 57
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $73.1M
SEC number: 801-126356
CRD: 167594
Filings on the tape: 20
First filed: May 17, 2013
Latest filed: Mar 23, 2026
Organised: Limited Liability Company, CA
Website: granitebayfinancialplanner.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
NATHAN CHRISTOPHER ANKNEY	Chartered Financial Analyst	GRANITE BAY, CA \| Folsom, CA	13	24	5	no
CONRAD MICHAEL AARSETH	Certified Financial Planner	GRANITE BAY, CA \| Wilton, CA	13	19	2	no
JAMES BRIAN BOYLE	n/a	GRANITE BAY, CA	13	18	1	no
JERRY CLARK PALMER	n/a	Granite Bay, CA \| San Diego, CA	6	26	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
COREFACTOR FUND, LP	Hedge Fund	$5.0M	Feb 28, 2024	13	Jul 7, 2022	reported	021-373473

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ANKNEY, NATHAN, CHRISTOPHER	MANAGING MEMBER	C	yes	06/2013	May 17, 2013	Feb 28, 2024
BOYLE, JAMES, BRIAN	MANAGING MEMBER	C	yes	06/2013	May 17, 2013	Feb 28, 2024
HAMBLETON, EVERETT	Member	C	yes	07/2013	Jul 26, 2013	Feb 28, 2024
PALMER, JERRY, CLARK	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	Na	no	06/2017	Jul 7, 2022	Feb 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ROSEWIND, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
SAN JOSE	CA	United States	3	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 23, 2026	$191M	$191M	8	4	3	1	n/a
2024	Mar 18, 2025	$145M	$145M	8	4	3	1	n/a
2023	Feb 28, 2024	$133M	$133M	8	4	3	1	$5.0M
2022	Mar 29, 2023	$109M	$109M	8	4	3	1	$4.3M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$191M	$145M	31.5%	$109M	20.6%	8	8	3	3

Relationships

Advises (1)

→ COREFACTOR FUND, LPPrivate fundHedge Fund, IA
Jul 7, 2022 to presentfactForm ADV

Registered with (5)

← JERRY CLARK PALMERAdvisorregistration: current employment
Mar 16, 2020 to presentfactForm ADV
← NATHAN CHRISTOPHER ANKNEYAdvisorregistration: current employment
Jun 14, 2013 to presentfactForm ADV
← CONRAD MICHAEL AARSETHAdvisorregistration: current employment
Jun 14, 2013 to presentfactForm ADV
← JAMES BRIAN BOYLEAdvisorregistration: current employment
Jun 14, 2013 to presentfactForm ADV
← TOBY KOEHLERAdvisorregistration: previous registration
Mar 18, 2016 to Mar 31, 2022factForm ADV

Controls (3)

← ANKNEY, NATHAN, CHRISTOPHEROwnerMANAGING MEMBER, ownership code C, individual
May 17, 2013 to Feb 28, 2024factForm ADV
← BOYLE, JAMES, BRIANOwnerMANAGING MEMBER, ownership code C, individual
May 17, 2013 to Feb 28, 2024factForm ADV
← HAMBLETON, EVERETTOwnerMEMBER, ownership code C, individual
Jul 26, 2013 to Feb 28, 2024factForm ADV

Owns (1)

← PALMER, JERRY, CLARKOwnerCHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER, ownership code NA, individual
Jul 7, 2022 to Feb 28, 2024factForm ADV

Dated events

Occurred
Mar 31, 2022
Advisor changed firm
Toby Koehler left Dynamic Wealth Strategies, Llc for Sterling Advisory Services, Llc (registered 2025-01-01)
Form ADVobserved 4 days ago
Occurred
May 17, 2013
First Form ADV filing
Dynamic Wealth Strategies, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:68111fc2-9d0d-d81a-3a8b-5b63122c587e
First observed: May 17, 2013
Last observed: Mar 23, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DYNAMIC WEALTH STRATEGIES, LLC

CRD 167594

GRANITE BAY, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:68111fc2-9d0d-d81a-3a8b-5b63122c587e

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:30 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

NATHAN CHRISTOPHER ANKNEY

Chartered Financial Analyst

GRANITE BAY, CA | Folsom, CA

CONRAD MICHAEL AARSETH

Certified Financial Planner

GRANITE BAY, CA | Wilton, CA

JAMES BRIAN BOYLE

n/a

GRANITE BAY, CA

JERRY CLARK PALMER

n/a

Granite Bay, CA | San Diego, CA

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

COREFACTOR FUND, LP

Hedge Fund

$5.0M

Feb 28, 2024

Jul 7, 2022

reported

021-373473

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ANKNEY, NATHAN, CHRISTOPHER

MANAGING MEMBER

yes

06/2013

May 17, 2013

Feb 28, 2024

BOYLE, JAMES, BRIAN

MANAGING MEMBER

yes

06/2013

May 17, 2013

Feb 28, 2024

HAMBLETON, EVERETT

Member

yes

07/2013

Jul 26, 2013

Feb 28, 2024

PALMER, JERRY, CLARK

CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER

06/2017

Jul 7, 2022

Feb 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ROSEWIND, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

SAN JOSE

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$191M

n/a

2024

Mar 18, 2025

$145M

n/a

2023

Feb 28, 2024

$133M

$5.0M

2022

Mar 29, 2023

$109M

$4.3M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$191M

$145M

31.5%

$109M

20.6%