Overview
Assets Under Management: $162 million
Headquarters: FAYETTEVILLE, GA
High-Net-Worth Clients: 40
Average Client Assets: $2.9 million
Frequently Asked Questions
DYCHE WEALTH MANAGEMENT, INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #159708), DYCHE WEALTH MANAGEMENT, INC is subject to fiduciary duty under federal law.
DYCHE WEALTH MANAGEMENT, INC is headquartered in FAYETTEVILLE, GA.
DYCHE WEALTH MANAGEMENT, INC serves 40 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, DYCHE WEALTH MANAGEMENT, INC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, selection of other advisors, and educational seminars and workshops. View all service details ↓
DYCHE WEALTH MANAGEMENT, INC manages $162 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, DYCHE WEALTH MANAGEMENT, INC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.48%
Average Client Assets: $2.9 million
Total Client Accounts: 270
Discretionary Accounts: 169
Non-Discretionary Accounts: 101
Regulatory Filings
CRD Number: 159708
Filing ID: 2090316
Last Filing Date: 2026-03-31 22:42:45