Best Investors Account Sign in

Amanda Kaye Ingwersen

Dai Wealth, LLC

Atlanta, GA

CRD 7323614

Claim This Profile
Employer firm

Dai Wealth, LLC CRD 138938

$330M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Dai Wealth, Llc

2800 Century Parkway Ne Suite 650, Atlanta, GA 30345 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-01-23
  • GA RA
    APPROVED
    Since 2026-01-23

Branch Locations

2800 Century Parkway Ne Suite 650, Atlanta, GA 30345 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dai Securities, Llc Atlanta GA 01/2021 Present
Guardian Pharmacy Marietta GA 08/2016 12/2020
Dai Wealth Llc Atlanta GA 12/2025 Present
  • 01/2021 → Present
    Dai Securities, Llc
    Atlanta, GA
  • 08/2016 → 12/2020
    Guardian Pharmacy
    Marietta, GA
  • 12/2025 → Present
    Dai Wealth Llc
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-01
  • S66 Uniform Combined State Law Examination
    2023-05-01
Other Names
  • Amanda Kaye Peoples

View on SEC IAPD

Nearby Firms

LIQUID STRATEGIES, LLC
HB WEALTH
BISON WEALTH, LLC

Nearby Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON

Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA

More in Atlanta, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor