DAI WEALTH, LLC

Overview

DAI Wealth, LLC operates as a multi-service adviser and capital allocator focused on individual, family and small institutional clients. The firm blends financial planning and portfolio management with the selection and oversight of third‑party managers, and it also sponsors and manages pooled investment vehicles. Business lines span advisory work, broker‑dealer and insurance activities, which allows the firm to combine fee‑based advisory strategies with insurance wrappers and product placement when appropriate. Investment activity is centered on public equity exposure held through exchange‑traded instruments and mutual funds, supplemented by alternative allocations (notably managed futures). The firm reports a non‑ESG posture and keeps a relatively concentrated custody footprint with large relationships at two major custodians. Fee arrangements are flexible—percentage of AUM along with hourly and fixed fees—reflecting both ongoing wealth management and project‑based planning work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices