Overview
Assets Under Management: $267 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 570
Average Client Assets: $299,916
Frequently Asked Questions
DAI WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #138938), DAI WEALTH, LLC is subject to fiduciary duty under federal law.
DAI WEALTH, LLC is headquartered in ATLANTA, GA.
DAI WEALTH, LLC serves 570 high-net-worth clients according to their SEC filing dated December 15, 2025. View client details ↓
According to their SEC Form ADV, DAI WEALTH, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
DAI WEALTH, LLC manages $267 million in client assets according to their SEC filing dated December 15, 2025.
According to their SEC Form ADV, DAI WEALTH, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 570
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.93
Average High-Net-Worth Client Assets: $299,916
Total Client Accounts: 1,821
Discretionary Accounts: 1,333
Non-Discretionary Accounts: 488
Regulatory Filings
CRD Number: 138938
Filing ID: 2026752
Last Filing Date: 2025-12-15 16:02:21
Website: 12