Dai Wealth, LLC
Atlanta, GA·SEC-registered · CRD #138938
Dai Wealth, LLC is an SEC-registered investment advisory firm in Atlanta, GA managing $330M across 2.5k client accounts, with 40 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$330M
Client accounts
2.5k
Advisory staff
40
Fee model
Fee-based
How Dai Wealth, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Dai Wealth, LLC
How much does Dai Wealth, LLC manage?
Per its most recent SEC Form ADV filing (03/30/2026), Dai Wealth, LLC reports $330M in regulatory assets under management across roughly 2.5k client accounts.
How does Dai Wealth, LLC charge?
Dai Wealth, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Dai Wealth, LLC a fiduciary?
Yes. Dai Wealth, LLC is registered with the U.S. Securities and Exchange Commission (CRD #138938), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Dai Wealth, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Dai Wealth, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Dai Wealth, LLC's public SEC Form ADV filing (CRD #138938, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Dai Wealth, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Dai Wealth, LLC? Claim this profile.