|
⚲
|
| Dai Wealth Inc
✚
|
|
|---|---|
| CRD # | 138938 |
| SEC # | 801-66260 |
| CIK # | |
| AUM | $108.0 MM (2023-03-29) |
| Employees | 14 (36% Investors, 86% Brokers) |
| Phone | 404-531-7080 |
| Address | 2200 Century Pkwy NE Atlanta, GA 30345 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 193 | 31.6 |
| (b) Individuals (high net worth individuals) | 106 | 68.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 11 | 4.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 543 | 104.5 |
| By Discretionary | ||
| Discretionary | 543 | 104.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 543 | 104.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 104.5 | |
| Total | 543 | 104.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Summit Wealth Group LLC
✚
|
VT | 0.1 |
|
del Mar Wealth Management Inc
✚
|
CA | 0.1 |
|
High Pines Wealth Management LLC
✚
|
MA | 0.1 |
|
Fairchild Financial Advisors Inc
✚
|
CA | 0.1 |
|
David P Gilliam & Associates Inc
✚
|
IN | 0.1 |
|
1N Capital LLC
✚
|
CA | 0.1 |
|
Surience Private Wealth LLC
✚
|
WA | 0.1 |
|
BLOM & Howell Financial Planning Inc
✚
|
CA | 0.1 |
|
2 Knights Wealth Management LLC
✚
|
OH | 0.1 |
|
Legacy Wealth Advisors LLC
✚
|
CA | 0.1 |