Da Wealth Advisors
RIAState Registered
Total AUM
$8.7M
Discretionary
$8.7M
100% of AUM
Avg account
$541K
Accounts
16
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 331530
- Registered since
- July 9, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.49%
- Individuals7.51%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Da Wealth Advisors is an independent, Illinois-registered LLC that provides fee-based portfolio management primarily to individuals and families. The firm is owner-operated and charges clients a percentage of assets under management. Its advisory work centers on managing portfolios for individuals and small businesses rather than serving institutional mandates, and it does not market itself as an ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds25%
- Exchange Traded Equities20%
- Non-Exchange Traded Equities20%
- Cash & Cash Equivalents20%
- Derivatives15%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations