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Building 2DYCHE WEALTH MANAGEMENT, INC

Map pinFAYETTEVILLE, GA
Phone770-461-8191
NotebookSEC #801-126128
Total AUM
$162.3M
Employees
4
Clients
165

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
335 N. JEFF DAVIS DRIVE
FAYETTEVILLE
GA 30214
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
770-461-8191
Other Offices
1

ReceiptFinancials

Total AUM
$162.3M
Accounts
270
Discretionary
$115.5M
Accounts
169
Non-Discretionary
$46.8M
Accounts
101

ContactClients

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Individual Clients
100
AUM
$17.2M
HNW Individual Clients
40
AUM
$114.4M
Pooled Vehicle Clients
14
AUM
$17.3M
Pension/Profit Sharing Plan Clients
7
AUM
$10.8M
Charitable Organization Clients
1
AUM
$1.3M
Corporation or Business Clients
2
AUM
$1.2M
Other Clients
1
AUM
$8
Description of Other Clients
OTHER

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GA

HandshakeAffiliates

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Affiliates
Reported 19 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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