DYER PRIVATE WEALTH MANAGEMENT

DYER PRIVATE WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 335655). Regulatory assets under management: $57K.

Registration

• CRD: 335655
• Type: Registered investment adviser
• Phone: 443-608-5225
• Latest filing: 2026-07-21
• Regulatory AUM: $57K
• Discretionary AUM: $57K
• Clients: 1
• Accounts: 3

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335655 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search