Tyche Wealth Partners Llc
- Regulatory AUM
- $1.6B
- Discretionary
- $1.5B
- Clients
- 964
- Avg AUM / client
- $1.6M
- Accounts
- 2,843
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 620 | $272M | 17.3% |
| High net worth individuals | 344 | $1.3B | 82.7% |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bradley Thomas Vineyard | Partner | CFP | Apr 2023 (3y) | 10% – 25% |
| Candy Rene Hawkins | Partner | Apr 2023 (3y) | 10% – 25% | |
| Charles Andrew Evans | Partner | Apr 2023 (3y) | 10% – 25% | |
| Gail Carrion | Partner | Apr 2023 (3y) | 10% – 25% | |
| Mark Filardi | Partner | Apr 2023 (3y) | 10% – 25% | |
| Robert Edward Holland | Partner | Apr 2023 (3y) | 10% – 25% | |
| Steven Zurlis | Partner | Apr 2023 (3y) | 10% – 25% | |
| Owen Turner Mccabe | Chief Compliance Officer | May 2023 (3y) | Less than 5% | |
| John Randall Darden | Registered representative | May 2023 (3y) | ||
| Madison Day Broyles | Registered representative | Jan 2024 (3y) | ||
| Brandon James Anderson | Registered representative | Mar 2025 (1y) | ||
| Roddy Wayne Warren | Registered representative | CFP | Jun 2025 (1y) | |
| John Laurence Maness | Registered representative | Jun 2026 (0y) | ||
| Gregory Coleman | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/16/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $1.6B (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 16, 2026.
View current Form ADV (SEC/IAPD) ↗