DAI WEALTH, LLC
CRD #138938 SEC #801-66260 ATLANTA, GA 404-531-7080
SEC Registered
Total AUM
$267.4M
Discretionary
$259.7M
Employees
32
Clients
1
Accounts
1,821
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $267.4M | $259.7M | $7.7M | 32 | 3 |
| Jul 2025 | $267.4M | $259.7M | $7.7M | 32 | 3 |
| Mar 2025 | $267.4M | $259.7M | $7.7M | 32 | 3 |
| Mar 2024 | $152.5M | $152.5M | $0 | 28 | 1 |
| Jan 2024 | $108M | $103.6M | $4.4M | 27 | 0 |
| Dec 2023 | $108M | $103.6M | $4.4M | 27 | 0 |
| Dec 2023 | $108M | $103.6M | $4.4M | 27 | 0 |
| Nov 2023 | $108M | $103.6M | $4.4M | 27 | 0 |
| Sep 2023 | $108M | $103.6M | $4.4M | 23 | 0 |
| Mar 2023 | $108M | $103.6M | $4.4M | 23 | 0 |
| Feb 2023 | $108M | $103.6M | $4.4M | 23 | 0 |
| Feb 2023 | $108M | $103.6M | $4.4M | 23 | 0 |
| Jan 2023 | $108M | $103.6M | $4.4M | 23 | 0 |
| Jan 2023 | $104.5M | $104.5M | $0 | 14 | 0 |
| Dec 2022 | $104.5M | $104.5M | $0 | 14 | 0 |
| Jun 2022 | $104.5M | $104.5M | $0 | 14 | 0 |
| Mar 2022 | $104.5M | $104.5M | $0 | 14 | 0 |
| Sep 2021 | $108.4M | $104.1M | $4.3M | 13 | 0 |
| Apr 2021 | $108.4M | $104.1M | $4.3M | 13 | 0 |
| Mar 2021 | $108.4M | $104.1M | $4.3M | 13 | 0 |
| Aug 2020 | $115.9M | $74.8M | $41.1M | 10 | 0 |
| Jun 2020 | $115.9M | $74.8M | $41.1M | 10 | 0 |
| Mar 2020 | $115.9M | $74.8M | $41.1M | 10 | 0 |
| Oct 2019 | $121.7M | $67.5M | $54.1M | 10 | 0 |
| May 2019 | $121.7M | $67.5M | $54.1M | 10 | 0 |
| Apr 2019 | $121.7M | $67.5M | $54.1M | 10 | 0 |
| Apr 2019 | $121.7M | $67.5M | $54.1M | 10 | 0 |
| Mar 2019 | $121.7M | $67.5M | $54.1M | 10 | 0 |
| May 2018 | $130.3M | $67.4M | $62.9M | 8 | 0 |
| Apr 2018 | $130.3M | $67.4M | $62.9M | 8 | 0 |
| Apr 2018 | $130.3M | $67.4M | $62.9M | 8 | 0 |
| Mar 2018 | $130.3M | $67.4M | $62.9M | 8 | 0 |
| Sep 2017 | $111.6M | $55.6M | $56M | 8 | 200 |
| Mar 2017 | $111.6M | $55.6M | $56M | 8 | 200 |
| Mar 2017 | $111.6M | $55.6M | $56M | 8 | 200 |
| Mar 2016 | $108.6M | $52.6M | $56M | 5 | 200 |
| Jun 2015 | $104.3M | $55M | $49.3M | 6 | 144 |
| Mar 2015 | $104.3M | $55M | $49.3M | 6 | 144 |
| Aug 2014 | $115M | $115M | $0 | 8 | 147 |
| Mar 2014 | $115M | $115M | $0 | 8 | 147 |
| Mar 2013 | $95.9M | $95.9M | $0 | 6 | 26 |
| Mar 2013 | $116.5M | $116.5M | $0 | 5 | 26 |
| Mar 2012 | $116.5M | $116.5M | $0 | 1 | 26 |
| Dec 2011 | $103M | $103M | $0 | 1 | 101 |
| Jun 2011 | $103M | $103M | $0 | 5 | -- |
| Aug 2010 | $106.2M | $106.2M | $0 | 5 | -- |
| Mar 2009 | $76.3M | $76.3M | $0 | 5 | -- |
| Mar 2008 | $139M | $139M | $0 | 5 | -- |
| Feb 2007 | $116.4M | $114.8M | $1.6M | 5 | -- |
| Jan 2007 | $115M | $113M | $2M | 5 | -- |
| Feb 2006 | $0 | $0 | $0 | 5 | -- |
DateDec 2025
Total AUM$267.4M
Discretionary$259.7M
Non-Disc.$7.7M
Employees32
Clients3
DateJul 2025
Total AUM$267.4M
Discretionary$259.7M
Non-Disc.$7.7M
Employees32
Clients3
DateMar 2025
Total AUM$267.4M
Discretionary$259.7M
Non-Disc.$7.7M
Employees32
Clients3
DateMar 2024
Total AUM$152.5M
Discretionary$152.5M
Non-Disc.$0
Employees28
Clients1
DateJan 2024
Total AUM$108M
Discretionary$103.6M
Non-Disc.$4.4M
Employees27
Clients0
DateDec 2023
Total AUM$108M
Discretionary$103.6M
Non-Disc.$4.4M
Employees27
Clients0
DateDec 2023
Total AUM$108M
Discretionary$103.6M
Non-Disc.$4.4M
Employees27
Clients0
DateNov 2023
Total AUM$108M
Discretionary$103.6M
Non-Disc.$4.4M
Employees27
Clients0
DateSep 2023
Total AUM$108M
Discretionary$103.6M
Non-Disc.$4.4M
Employees23
Clients0
DateMar 2023
Total AUM$108M
Discretionary$103.6M
Non-Disc.$4.4M
Employees23
Clients0
DateFeb 2023
Total AUM$108M
Discretionary$103.6M
Non-Disc.$4.4M
Employees23
Clients0
DateFeb 2023
Total AUM$108M
Discretionary$103.6M
Non-Disc.$4.4M
Employees23
Clients0
DateJan 2023
Total AUM$108M
Discretionary$103.6M
Non-Disc.$4.4M
Employees23
Clients0
DateJan 2023
Total AUM$104.5M
Discretionary$104.5M
Non-Disc.$0
Employees14
Clients0
DateDec 2022
Total AUM$104.5M
Discretionary$104.5M
Non-Disc.$0
Employees14
Clients0
DateJun 2022
Total AUM$104.5M
Discretionary$104.5M
Non-Disc.$0
Employees14
Clients0
DateMar 2022
Total AUM$104.5M
Discretionary$104.5M
Non-Disc.$0
Employees14
Clients0
DateSep 2021
Total AUM$108.4M
Discretionary$104.1M
Non-Disc.$4.3M
Employees13
Clients0
DateApr 2021
Total AUM$108.4M
Discretionary$104.1M
Non-Disc.$4.3M
Employees13
Clients0
DateMar 2021
Total AUM$108.4M
Discretionary$104.1M
Non-Disc.$4.3M
Employees13
Clients0
DateAug 2020
Total AUM$115.9M
Discretionary$74.8M
Non-Disc.$41.1M
Employees10
Clients0
DateJun 2020
Total AUM$115.9M
Discretionary$74.8M
Non-Disc.$41.1M
Employees10
Clients0
DateMar 2020
Total AUM$115.9M
Discretionary$74.8M
Non-Disc.$41.1M
Employees10
Clients0
DateOct 2019
Total AUM$121.7M
Discretionary$67.5M
Non-Disc.$54.1M
Employees10
Clients0
DateMay 2019
Total AUM$121.7M
Discretionary$67.5M
Non-Disc.$54.1M
Employees10
Clients0
DateApr 2019
Total AUM$121.7M
Discretionary$67.5M
Non-Disc.$54.1M
Employees10
Clients0
DateApr 2019
Total AUM$121.7M
Discretionary$67.5M
Non-Disc.$54.1M
Employees10
Clients0
DateMar 2019
Total AUM$121.7M
Discretionary$67.5M
Non-Disc.$54.1M
Employees10
Clients0
DateMay 2018
Total AUM$130.3M
Discretionary$67.4M
Non-Disc.$62.9M
Employees8
Clients0
DateApr 2018
Total AUM$130.3M
Discretionary$67.4M
Non-Disc.$62.9M
Employees8
Clients0
DateApr 2018
Total AUM$130.3M
Discretionary$67.4M
Non-Disc.$62.9M
Employees8
Clients0
DateMar 2018
Total AUM$130.3M
Discretionary$67.4M
Non-Disc.$62.9M
Employees8
Clients0
DateSep 2017
Total AUM$111.6M
Discretionary$55.6M
Non-Disc.$56M
Employees8
Clients200
DateMar 2017
Total AUM$111.6M
Discretionary$55.6M
Non-Disc.$56M
Employees8
Clients200
DateMar 2017
Total AUM$111.6M
Discretionary$55.6M
Non-Disc.$56M
Employees8
Clients200
DateMar 2016
Total AUM$108.6M
Discretionary$52.6M
Non-Disc.$56M
Employees5
Clients200
DateJun 2015
Total AUM$104.3M
Discretionary$55M
Non-Disc.$49.3M
Employees6
Clients144
DateMar 2015
Total AUM$104.3M
Discretionary$55M
Non-Disc.$49.3M
Employees6
Clients144
DateAug 2014
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees8
Clients147
DateMar 2014
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees8
Clients147
DateMar 2013
Total AUM$95.9M
Discretionary$95.9M
Non-Disc.$0
Employees6
Clients26
DateMar 2013
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees5
Clients26
DateMar 2012
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees1
Clients26
DateDec 2011
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees1
Clients101
DateJun 2011
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$76.3M
Discretionary$76.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$116.4M
Discretionary$114.8M
Non-Disc.$1.6M
Employees5
Clients--
DateJan 2007
Total AUM$115M
Discretionary$113M
Non-Disc.$2M
Employees5
Clients--
DateFeb 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--