DYCHE WEALTH MANAGEMENT, INC
B62
CRD 159708·SEC 801-126128·FAYETTEVILLE, GA
AUM
$162.3M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$487K
@ 30% margin
Est. Deal Value
$3.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Client mix
| Individuals Other | 100 |
| Individuals High Net Worth | 40 |
| Pooled Investment Vehicles | 14 |
| Pension Profit Sharing Plans | 7 |
| Corporations | 2 |
Operations
Advisory staff (5-yr trend)
'23 · 4 advisors
'25 · 3 advisors
'26 · 3 advisors
'23'26
4 advisors → 3 advisors▼ -25%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association
Compliance & brand
All other collected signals (22)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
335 N JEFF DAVIS DRIVEFAYETTEVILLE, GA 30214
Business
335 N JEFF DAVIS DRIVEFAYETTEVILLE, GA 30214
Fdic Zip Branches Raw
First Union National Bank of GeorgiaFayetteville, GA
Wachovia Bank of Georgia, National AssociationFayetteville, GA
Soi Zip Distribution
Stub 1
| AGI | 60,843 |
| Returns | 4,740 |
Stub 2
| AGI | 135,932 |
| Returns | 3,700 |
Stub 3
| AGI | 153,692 |
| Returns | 2,490 |