Investment adviser · CRD 138938

DAI WEALTH, LLC

Investment adviser filing (IA)

ATLANTA, GA, United States · Form ADV filed Mar 30, 2026

Regulatory AUM: $330M
Client accounts: 2,048
Employees: 40
Advisory professionals: 40

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	643	$198,386,528	60.1%
Individuals	823	$94,216,853	28.6%
Charities	8	$11,337,837	3.4%
Government entities	Fewer than 5	$11,237,441	3.4%
Retirement plans	26	$10,658,399	3.2%
Corporations & businesses	36	$4,114,685	1.2%
Banks & thrifts	Fewer than 5	Not reported	Not reported
Other investment advisers	Fewer than 5	Not reported	Not reported
Insurance companies	Fewer than 5	Not reported	Not reported
Sovereign wealth & foreign institutions	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 2088018 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2800 CENTURY PARKWAY NE, SUITE 650
ATLANTA, GA, 30345, United States

CRD 138938

Filing source

Form ADV 2088018 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.