Dyken Wealth Strategies, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$42,951,508
Clients
44
Advisors
1
of 1 employees
About
Dyken Wealth Strategies provides ongoing portfolio management, financial planning, and pension consulting to individual investors and to pension or profit‑sharing plans. The firm implements client strategies through written Investment Policy Statements and may direct portions of client assets to third‑party advisers or mutual fund families as part of its services.
The firm’s investment approach is grounded in modern portfolio theory and a long‑term trading orientation, with a primary emphasis on mutual funds and periodic portfolio monitoring; clients receive monthly account reports from custodians. Dyken Wealth Strategies does not exercise investment discretion and reports essentially all assets as non‑discretionary, and it conducts due diligence when recommending third‑party money managers.
What distinguishes this firm from many peers is its combination of advisory services with affiliated insurance activities — the firm’s principal is a licensed insurance agent and operates an affiliated insurance business and may offer commissionable insurance products. The firm also accepts pension consulting engagements and serves plan clients while using fee‑sharing and referral arrangements with named third‑party managers, features that are less common among independent advisers of this type.
Client services
Expertise
Fee options
Fixed fees for financial planning range from $975 to $8,000
$0 - $999,999: 1.10% $1,000,000 - $2,999,999: 0.90% $3,000,000 - $4,999,999: 0.70% $5,000,000+: 0.50%
Main office
Gulf Shores AL
Advisors at this office
1
Most active in
Alabama · Florida · Louisiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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