Single Family OfficeRIA · CRD 138938SEC-Registered

Updated:

DAI Wealth

DAI Wealth is a private investment entity with no public disclosures on principals, scale, or strategy—reflecting a pure privacy posture.

DAI Wealth

DAI Wealth, LLC is an SEC-registered investment adviser in Atlanta, GA, registered since 2006. The firm manages $330 million in assets, with $322 million on a discretionary basis. It has 40 employees and 40 investment advisers.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at DAI Wealth?

No principals, investment committee members, or operational leadership have been publicly identified. The absence of a website, LinkedIn presence, or regulatory disclosure naming key persons means decision-making authority remains entirely opaque to external observers.

How does DAI Wealth source investment opportunities?

The firm's sourcing model is unknown. Single-family offices of this profile typically rely on private networks—direct relationships within specific industries, GP introductions, or co-investment alongside trusted peers—but no deals or relationships have been disclosed to confirm any particular channel.

Is DAI Wealth structured as a single family office or a multi-family office?

Its registration as a limited liability company named 'DAI Wealth, LLC' and the absence of any client-facing marketing strongly indicate a single-family office structure. There is no evidence of external capital being managed, nor any public offering of advisory services to other families.

What is DAI Wealth's known posture on co-investments?

There is no public information on whether DAI Wealth co-invests alongside external GPs, operates through club deals, or invests entirely on a proprietary basis. The firm has published no track record, LP letters, or transaction announcements that would illuminate this practice.

Where does the underlying wealth come from?

The wealth origin has not been publicly disclosed. The 'DAI' designation could represent the family surname or an acronym, but no primary source confirms a connection to any known operating business, liquidity event, or generational transfer.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Single Family Office profiles