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| Keyboard |
| Dai Wealth LLC
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|---|---|
| CRD # | 138938 |
| SEC # | 801-66260 |
| CIK # | |
| AUM | 330.0 M (2026-03-30) |
| Employees | 40 (100% Investors, 78% Brokers) |
| Fees | |
| Minimum | |
| 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) | 823 | 94.2 |
| (b) Individuals (high net worth individuals) | 643 | 198.4 |
| (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 | 10.7 |
| (h) Charitable organizations | 8 | 11.3 |
| (i) State or municipal government entities | 1 | 11.2 |
| (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 | 36 | 4.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,048 | 330.0 |
| By Discretionary | ||
| Discretionary | 1,561 | 321.9 |
| Non-Discretionary | 487 | 8.0 |
| Total | 2,048 | 330.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 330.0 | |
| Total | 2,048 | 330.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 5 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sandstone Asset Management Inc
✚
|
330.7 M | |
|
Alliance Wealth Strategies LLC
✚
|
VA | 330.7 M |
|
Signature Equity Partners LLC
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OH | 330.6 M |
|
Uniplan Investment Counsel Inc
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|
Cypress Capital Wealth Management LLC
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MI | 330.2 M |
|
Mai Inc
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|
KY | 329.7 M |
|
Paragon Financial Partners Inc
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|
CA | 329.6 M |
|
Powers Advisory Group LLC
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|
IL | 329.5 M |
|
Gutierrez Wealth Advisory LLC
✚
|
AR | 329.3 M |
|
Pearl Planning LLC
✚
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MI | 329.2 M |