Dynamic Wealth Strategies, LLC
Dynamic Wealth Strategies, LLC is a California-based registered investment adviser founded in 2013, providing financial planning and wealth management services primarily to individuals and high net worth individuals. The firm is led by Nathan Ankney and reported a team of 8 employees as of 2025. Serving over 400 individual clients, it focuses on comprehensive, personalized financial guidance designed to align each client’s investment strategy with their long-term goals.
Investment Strategy
Dynamic Wealth Strategies, LLC tailors its investment strategy around the personal goals, risk tolerance, and life stage of each client. The firm emphasizes understanding clients' stories and aspirations before crafting a financial strategy focused on retirement planning, tax optimization, and customized asset allocation. Their approach centers on clarity, disciplined decision-making, and building strategies to make their clients’ money work smarter over the long term.
Top Holdings
Equity Positions (234)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SGOV | ISHARES TR | 10.37% | $14.4M | 143,015 | $100.64 | $100.69 | +$12.6M |
B BND | VANGUARD BD INDEX FDS | 9.08% | $12.6M | 171,209 | $73.51 | $73.63 | +$3.7M |
I IGM | ISHARES TR | 7.62% | $10.6M | 94,128 | $85.80 | $112.34 | +$4.5M |
E EFA | ISHARES TR | 7.23% | $10.0M | 112,303 | $76.08 | $89.39 | +$1.2M |
V VTV | VANGUARD INDEX FDS | 7.11% | $9.9M | 55,837 | $149.50 | $176.74 | -$1.4M |