# DAE Wealth Management

DAE Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/daewealthmanagement

## Regulatory record

- **CRD number:** 324692
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/324692

## About

DAE WEALTH MANAGEMENT is a state-registered investment adviser with $24 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Questions

### How does DAE Wealth Management source proprietary deal flow?

DAE Wealth Management has not publicly described any deal-sourcing process. No media coverage or firm documentation mentions proprietary networks, co-investment clubs, or advisory relationships. The firm's sourcing model remains entirely opaque to outside observers.

### What investment stages does DAE Wealth Management target?

No publicly available information specifies the investment stages DAE Wealth Management targets. The firm does not disclose whether it focuses on venture capital, growth equity, buyouts, or public markets. This lack of disclosure prevents stage-based comparison with peer firms.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/dae-wealth-management

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