CRD: 335655
Dyer Private Wealth Management
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-17-2025
- Office Locations
- 1
Office Locations
About Dyer Private Wealth Management
Dyer Private Wealth Management is a Maryland-registered investment adviser providing financial planning, financial wellness coaching, and portfolio management for individuals and families, including clients facing complex finances or seeking a trusted partner through anxiety, debt, or income insecurity. The firm emphasizes no asset/income minimum and is led by Mitchell Dyer, CFP®. Client portfolios are primarily implemented with ETFs and custody includes Charles Schwab.
Team overview
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Services
Owner & Executives
MITCHELL HARRISON DYER
Chief Compliance Officer, Financial Advisor, Owner
- CRD
- #7704616
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,249 | -- |
| Non-Discretionary | $0 | -- |
| Total | $57,249 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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