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DAI WEALTH, LLC
CRD 138938File 801-66260
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$330.0M
Below cohort median (national)
Discretionary AUM
$321.9M
Non-discretionary $8.0M
Clients
1,537
2,048 accounts
Employees
40
Below cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Feb 24, 2006
- Principal office
- 2800 CENTURY PARKWAY NE, SUITE 650, ATLANTA, GA, 30345
- Phone
- 404-531-7080
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $330.0M
- Discretionary AUM
- $321.9M
- Non-discretionary AUM
- $8.0M
- Discretionary accounts
- 1,561
- Non-discretionary accounts
- 487
- Total accounts
- 2,048
- AUM per client
- $215K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 36 | $4.1M |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | 8 | $11.3M |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 643 | $198.4M |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | 26 | $10.7M |
| State or municipal government entities | Fewer than 5 | $11.2M |
| Individuals (other than high net worth individuals) | 823 | $94.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — REFERRAL FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.