|
⚲
|
| Dyche Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 159708 |
| SEC # | 801-126128 |
| CIK # | |
| AUM | $146.2 MM (2023-03-31) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 770-461-8191 |
| Address | 335 N Jeff Davis Drive Fayetteville, GA 30214 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Burke Solar Investments LLC | [2023-03-31] | 12.9 | 4.1 |
| RE | Commerce Solar Investments LLC | [2023-03-31] | 1.1 | 3.5 |
| RE | Dragway Industrial LLC | [2023-03-31] | 5.2 | 5.0 |
| RE | Homestead Milton Investments LLC | [2023-03-31] | 4.5 | 3.2 |
| RE | Laurens Solar Investments LLC | [2023-03-31] | 13.7 | 4.4 |
| RE | Olivian Investments LLC | [2023-03-31] | 13.0 | 1.6 |
| RE | Randolph Solar Investments LLC | [2023-03-31] | 13.1 | 3.9 |
| RE | TSS Solar Investments LLC | [2023-03-31] | 10.0 | 3.6 |
| RE | Twiggs Solar Investments LLC | [2023-03-31] | 14.9 | 5.2 |
| RE | White WING Investments LLC | [2023-03-31] | 13.0 | 2.4 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 216 | 26.0 |
| (b) Individuals (high net worth individuals) | 19 | 75.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 11 | 36.9 |
| (g) Pension and profit sharing plans | 4 | 8.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 235 | 146.2 |
| By Discretionary | ||
| Discretionary | 235 | 146.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 235 | 146.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 146.2 | |
| Total | 235 | 146.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Peyton Riley | 10 | |||
| Darryl Dyche | 10 | |||
| Matthew Selman | 8 | |||
| Terra Development LLC | 2 | |||
| Mathew Selman | 1 | |||
| White Wing Manager LLC | 1 | |||
| Tss Solar Manager LLC | 1 | |||
| Laurens Solar Manager LLC | 1 | |||
| Olivian Management LLC | 1 | |||
| Homestead Milton Investments Manager LLC | 1 | |||
| View All | ||||
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Shariaportfolio Inc
✚
|
FL | 0.4 |
|
Lansing Street Advisors LLC
✚
|
PA | 0.3 |
|
Harold Davidson & Associates Inc
✚
|
CA | 0.3 |
|
Invesco LLC
✚
|
IL | 0.2 |
|
Solutions 4 Wealth Ltd
✚
|
TX | 0.1 |
|
Swan Capital LLC
✚
|
FL | 0.1 |
|
Grid 202 LLC
✚
|
NY | 0.0 |
|
GMO Renewable Resources LLC
✚
|
MA | 0.0 |
|
Jones Barclay Boston & Company
✚
|
CO | 0.0 |
|
FAC Propertys LLC
✚
|
NY | 0.0 |