DYCHE WEALTH MANAGEMENT, INC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $162.3M |
| Discretionary | $115.5M71% of AUM |
| Non-Discretionary | $46.8M |
| Client Accounts | 270 |
| Avg Account Size | $601K |
| Employees | 4 |
| Peak AUM | $162.3MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $162M | +14.4% | +3.3% | +7.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $162.3M |
| Discretionary | $115.5M |
| Employees | 4 |
| Client Accounts | 270 |
| Client Range | 0 |
Contact & Location
Address
335 N. JEFF DAVIS DRIVE
FAYETTEVILLE GA 30214
Phone
770-461-8191
Filing History
11 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)PublicationsSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$115M
71.2% of AUM
Non-Discretionary
$47M
28.8% of AUM
Disc. mix ▼ 28.8pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Pension Plans
Corporations
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodyAudited Financials
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