Dyche Wealth Management, Inc
- Regulatory AUM
- $162M
- Discretionary
- $115M
- Clients
- 165
- Avg AUM / client
- $984K
- Accounts
- 270
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of May 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 100 | $17.2M | 10.6% |
| High net worth individuals | 40 | $114M | 70.5% |
| Pooled investment vehicles (non-investment companies) | 14 | $17.3M | 10.7% |
| Pension and profit sharing plans | 7 | $10.8M | 6.67% |
| Charitable organizations | 1 | $1.3M | 0.81% |
| Corporations and other businesses | 2 | $1.2M | 0.73% |
| Other | 1 | $8 | 0.0% |
Private funds (11)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $40.1M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Twiggs Solar Investments, Llc | Real Estate Fund | Delaware | $5.2M | 134 |
| Dragway Industrial, Llc | Real Estate Fund | Delaware | $5.0M | 26 |
| Laurens Solar Investments, Llc | Real Estate Fund | Delaware | $4.4M | 111 |
| Burke Solar Investments, Llc | Real Estate Fund | Delaware | $4.1M | 160 |
| Randolph Solar Investments, Llc | Real Estate Fund | Delaware | $3.9M | 136 |
| Tss Solar Investments, Llc | Real Estate Fund | Delaware | $3.6M | 97 |
| Commerce Solar Investments, Llc | Real Estate Fund | Georgia | $3.5M | 146 |
| Homestead Milton Investments, Llc | Real Estate Fund | Georgia | $3.2M | 20 |
| Rock Basin Investments Llc | Real Estate Fund | Delaware | $3.1M | 137 |
| White Wing Investments, Llc | Real Estate Fund | Missouri | $2.4M | 147 |
| Olivian Investments, Llc | Real Estate Fund | Georgia | $1.6M | 163 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Darryl Scott Dyche | President/Chief Compliance Officer | CFP | Dec 2011 (15y) | 50% – 75% |
| Peyton William Riley | Vice President | Nov 2014 (12y) | 50% – 75% | |
| Matthew Montgomery Selman | Registered representative | Jun 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (11, $40.1M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Twiggs Solar Investments, Llc | Real Estate Fund | $5.2M | $50.0K | 134 |
| Dragway Industrial, Llc | Real Estate Fund | $5.0M | $50.0K | 26 |
| Laurens Solar Investments, Llc | Real Estate Fund | $4.4M | $50.0K | 111 |
| Burke Solar Investments, Llc | Real Estate Fund | $4.1M | $50.0K | 160 |
| Randolph Solar Investments, Llc | Real Estate Fund | $3.9M | $50.0K | 136 |
| Tss Solar Investments, Llc | Real Estate Fund | $3.6M | $50.0K | 97 |
| Commerce Solar Investments, Llc | Real Estate Fund | $3.5M | $50.0K | 146 |
| Homestead Milton Investments, Llc | Real Estate Fund | $3.2M | $50.0K | 20 |
| Rock Basin Investments Llc | Real Estate Fund | $3.1M | $50.0K | 137 |
| White Wing Investments, Llc | Real Estate Fund | $2.4M | $50.0K | 147 |
| Olivian Investments, Llc | Real Estate Fund | $1.6M | $50.0K | 163 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/13/2026 | 3.69 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $75.1M (46% of AUM) May 2026
- Pershing $56.3M (35% of AUM) May 2026
- Sei Investments Distribution Co. $2.8M (2% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 13, 2026.
View current Form ADV (SEC/IAPD) ↗