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RIA · CRD 138938SEC-Registered

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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...

Overview

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

RIA

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.

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