DYCHE, RILEY, & SELMAN WEALTH MANAGEMENT

RIASEC RegisteredEst. 2022

Total AUM

$162M

Discretionary

$115M

71% of AUM

Avg account

$601K

Accounts

270

Employees

Advisory reps

Firm details

Headquarters: FAYETTEVILLE, Georgia
CRD number: 159708
Registered since: August 3, 2022
Website: www.dychewm.com
Custodians: CHARLES SCHWAB & CO., INC., PERSHING LLC, SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI70.48%
Pooled Investment Vehicles10.69%
Individuals10.62%
Pension & Profit Sharing Plans6.67%
Charitable Organizations0.81%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Dyche, Riley, & Selman Wealth Management is an independent, SEC-registered advisory firm organized as a corporation and operating as a capital allocator for both individual/family and institutional clients. The firm provides financial planning and portfolio management for individuals, small businesses, and pooled investment vehicles, and it also selects outside advisers, publishes periodicals, and runs educational seminars. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. The adviser is not positioned as an ESG-focused manager and does not identify as a multi-state or pension consultant.