# DAI Wealth

DAI Wealth is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://daiwealth.com
- **LinkedIn:** https://www.linkedin.com/company/dai-securities-llc

## Regulatory record

- **CRD number:** 138938
- **SEC file number:** 801-66260
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/138938

## About

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.

## 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.

## Related profiles

- [Allard Partners](https://altss.com/profile/allard-partners-limited)

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Last updated: 2026-07-06T01:24:15.093Z

Canonical page: https://altss.com/profile/dai-wealth-llc

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