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DAI WEALTH, LLC
ATLANTA, GA
404-531-7080
SEC #801-66260Total AUM
$330M
Employees
40Clients
1,541Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2800 CENTURY PARKWAY NE
SUITE 650
ATLANTA
GA 30345
United States
SUITE 650
ATLANTA
GA 30345
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
404-531-7080
Other Offices
15
Financials
Total AUM
$330M
Accounts
2,048Discretionary
$321.9M
Accounts
1,561Non-Discretionary
$8M
Accounts
487
Clients
Individual Clients
823AUM
$94.2M
HNW Individual Clients
643AUM
$198.4M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
26AUM
$10.7M
Charitable Organization Clients
8AUM
$11.3M
Government Entity Clients
1AUM
$11.2M
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
36AUM
$4.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.