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DAI WEALTH, LLC

SEC Form ADV profile.

Total regulatory AUM
$329,951,743
Discretionary
$321,904,048
Non-discretionary
$8,047,695

Firm details

CRD number
138938
SEC file number
801-66260
Main office
ATLANTA, GA, United States
Employees
40
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees Other

As of October 2026.