Best Investors
Account
Sign in
Best Investors
Account
Sign in
Dai Wealth, LLC CRD 138938
$330M regulatory AUM 5 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2800 Century Parkway Ne Suite 650, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-01-27 |
Branch Locations
1907 Wayzata Blvd Suite 230, Wayzata, MN 55391 • United States
2800 Century Parkway Ne Suite 650, Atlanta, GA 30345 • United States
150 St Andrews Ct Suite 210, Mankato, MN 56001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frontier Asset Management | Sheridan | WY | 07/2016 | 01/2025 |
| Dai Wealth Llc | Atlanta | GA | 01/2025 | Present |
| Dai Securities Llc | Atlanta | GA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-30 |
| S65 | Uniform Investment Adviser Law Examination | 2013-02-19 |
Reach out to this advisor