Investment adviser · CRD 159708
DYCHE WEALTH MANAGEMENT, INC
Investment adviser filing (IA)
FAYETTEVILLE, GA, United States · Form ADV filed May 13, 2026
- Regulatory AUM
- $162M Form ADV · Item 5.F
- Client accounts
- 270 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 40 | $114,386,719 | 70.5% |
| Pooled investment vehicles | 14 | $17,347,202 | 10.7% |
| Individuals | 100 | $17,237,755 | 10.6% |
| Retirement plans | 7 | $10,829,062 | 6.7% |
| Charities | Fewer than 5 | $1,318,344 | 0.8% |
| Corporations & businesses | Fewer than 5 | $1,179,389 | 0.7% |
| Other clients | 1 | $8 | 0.0% |
Filing source
Form ADV 2105637 · May 13, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
13 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
HOMESTEAD MILTON INVESTMENTS, LLCReal Estate Fund · Last reported May 13, 2026$6.65MGross asset value
Form D fundraising filings
Homestead Milton Investments, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
BODWELL VASEK WELLS DESIMONE LLP
PCAOB 7004
Fund details & source
- Fund ID
- 805-7743215716
- Reported beneficial owners
- 20
- Minimum commitment
- $50K
- Form D file number
- 021-388346
Form ADV 2105637 · May 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
COMMERCE SOLAR INVESTMENTS, LLCReal Estate Fund · Last reported May 13, 2026$3.5MGross asset value
Form D fundraising filings
Commerce Solar Investments LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
BODWELL VASEK WELLS DESIMONE LLP
PCAOB 7004
Fund details & source
- Fund ID
- 805-6234422558
- Reported beneficial owners
- 146
- Minimum commitment
- $50K
- Form D file number
- 021-379619
Form ADV 2105637 · May 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
VEGA SOLAR INVESTMENTS, LLCReal Estate Fund · Last reported May 13, 2026$2.89MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
BODWELL VASEK WELLS DESIMONE LLP
PCAOB 7004
Fund details & source
- Fund ID
- 805-1132839570
- Reported beneficial owners
- 124
- Minimum commitment
- $50K
Form ADV 2105637 · May 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
LAURENS SOLAR INVESTMENTS, LLCReal Estate Fund · Last reported May 13, 2026$2.37MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
BODWELL VASEK WELLS DESIMONE LLP
PCAOB 7004
Fund details & source
- Fund ID
- 805-4431000338
- Reported beneficial owners
- 111
- Minimum commitment
- $50K
- Form D file number
- 021-464091
Form ADV 2105637 · May 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MILES LANDING INVESTMENTS LLCReal Estate Fund · Last reported May 13, 2026$2.32MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
BODWELL VASEK WELLS DESIMONE LLP
PCAOB 7004
Fund details & source
- Fund ID
- 805-7879706171
- Reported beneficial owners
- 95
- Minimum commitment
- $25K
- Form D file number
- 021-568189
Form ADV 2105637 · May 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
TWIGGS SOLAR INVESTMENTS, LLCReal Estate Fund · Last reported May 13, 2026$2.3MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
BODWELL VASEK WELLS DESIMONE LLP
PCAOB 7004
Fund details & source
- Fund ID
- 805-7336290015
- Reported beneficial owners
- 134
- Minimum commitment
- $50K
- Form D file number
- 021-427284
Form ADV 2105637 · May 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WHITE WING INVESTMENTS, LLCReal Estate Fund · Last reported May 13, 2026$2.25MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
BODWELL VASEK WELLS DESIMONE LLP
PCAOB 7004
Fund details & source
- Fund ID
- 805-3298241328
- Reported beneficial owners
- 147
- Minimum commitment
- $50K
- Form D file number
- 021-356961
Form ADV 2105637 · May 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: May 13, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
335 N. JEFF DAVIS DRIVEFAYETTEVILLE, GA, 30214, United States
CRD 159708
Filing source
Form ADV 2105637 · May 13, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.