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Home > Retirement Planners > georgia > atlanta > DAI WEALTH, LLC
DAI WEALTH, LLC
2800 Century Parkway Ne
Suite 650
Atlanta, Georgia 30345
Tel: 404-531-7080
About DAI WEALTH, LLC
DAI WEALTH, LLC, formally registered with the SEC as DAI WEALTH, LLC. The firm was established in 02/24/2006. They have over 10 offices throughout the country.
DAI WEALTH, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $152,547,774 assets under management, offering retirement planning & investment advisory services to 1073 clients. The firm is staffed with 28 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 138938 |
| SEC# | 801-66260 |
| Assets Managed by Firm | $152,547,774 |
| No. of Clients | 1073 |
| No. of Advisors | 28 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (REFERRAL FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1073 | $152,547,774 |
| Individuals (other than high net worth individuals) | 562 | $65,374,237 |
| High net worth individuals | 209 | $74,199,978 |
| Pension and profit sharing plans | 9 | $1,525,842 |
| Charitable organizations | 11 | $5,910,101 |
| Corporations or other businesses | 14 | $4,971,094 |
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