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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Zenith bridge
- Established Date
- 06-15-2018
- Office Locations
- 1
Office Locations
About Dyken Wealth Strategies, Inc.
Dyken Wealth Strategies is a physician-focused planning firm serving doctors and other healthcare professionals, with an emphasis on tax-aware retirement and income strategies, insurance planning, and holistic wealth planning through its proprietary C.U.R.E. framework. Led by former internal medicine physician Dr. Jason Dyken, the practice brings firsthand understanding of medical careers and offers portfolio construction typically implemented with public funds and ETFs (custody through firms such as Schwab).
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Owner & Executives
JASON RICHARD DYKEN MR.
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #4531301
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $57,791,199 | -- |
| Total | $57,791,199 | -- |
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Separately Managed Accounts
Total SMA Asset: $57,791,199
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,618,783,425 | 44.8% |
| Cash | $1,058,171,046 | 13.1% |
| Equity - Exchange | $3,400,687,102 | 42.1% |
| Total | $8,077,641,573 | 100.0% |