|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Dai Wealth LLC
✚
|
|
|---|---|
| CRD # | 138938 |
| SEC # | 801-66260 |
| CIK # | |
| AUM | $267.4 M (2025-07-15) |
| Employees | 32 (100% Investors, 84% Brokers) |
| Phone | 404-531-7080 |
| Address | 2800 Century Parkway NE Atlanta, GA 30345 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 764 | 77.8 |
| (b) Individuals (high net worth individuals) | 570 | 171.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 26 | 9.1 |
| (h) Charitable organizations | 6 | 3.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 38 | 5.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,821 | 267.4 |
| By Discretionary | ||
| Discretionary | 1,333 | 259.7 |
| Non-Discretionary | 488 | 7.7 |
| Total | 1,821 | 267.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 267.4 | |
| Total | 1,821 | 267.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cathy Pareto and Associates Inc
✚
|
FL | 0.3 |
|
Pacific Sun Financial Corp
✚
|
CA | 0.3 |
|
PWA Financial
✚
|
PA | 0.3 |
|
Oasis Wealth Planning Advisors LLC
✚
|
0.3 | |
|
Oak Barrel Wealth Advisory LLC
✚
|
VA | 0.3 |
|
Nautilus Advisors LLC
✚
|
CA | 0.3 |
|
First Oak Wealth Management LLC
✚
|
NC | 0.3 |
|
Pack Private Wealth LLC
✚
|
MN | 0.3 |
|
Dunbar Associates LLC
✚
|
CT | 0.3 |
|
Accretive Wealth Management LLC
✚
|
CA | 0.3 |