Dyer Private Wealth Management

Overview

Dyer Private Wealth Management is a single-owner limited liability company that operates as a small registered investment adviser focused on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. The firm charges clients through a mix of percentage-of-AUM fees, hourly billing and fixed fees, which indicates a hybrid advice model that can accommodate both ongoing portfolio management relationships and project-based planning work. The firm signals an equity-first posture: its filing lists a preference for equities and a primary use of exchange-traded instruments for implementing exposure. It identifies as a capital allocator, which means it retains the ability to place client capital with external managers or vehicles when appropriate, and its services include identifying and selecting outside advisers for clients. The firm is not an active ESG investor and is reported as operating in a single state.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices