RIA Intel›Advisers›Oregon›WYCHICK INVESTMENT ADVISORS, INC.

WYCHICK INVESTMENT ADVISORS, INC.

Advisory

OR

Data as of Feb 26, 2026 · Source: SEC Form ADV

Average account

$149K

across 220 accounts

AUM per adviser

$16M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM

$33M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$33M

Discretionary AUM$33M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients104

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOR

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

104 clients

24 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

SERENE POINT ADVISORS LLC

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$33M

OPTIMUM CAPITAL STRATEGIES LLC

$34M

VESSEL WEALTH ADVISORS LLC

$32M

VINTAGE ASSET MANAGEMENT, LLC

$34M

GRADOW CAPITAL MANAGEMENT, LLC

LAKE OSWEGO, OR

$34M

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