DAE Wealth Management
RIAState Registered
Total AUM
$24.4M
Discretionary
$24.4M
100% of AUM
Avg account
$232K
Accounts
105
Employees
1
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 324692
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI77.72%
- Individuals22.28%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
DAE Wealth Management is an independent, individual-owned registered investment adviser that serves individuals and families. The firm provides financial planning and portfolio management for individuals and small businesses, charging clients primarily by a percentage of assets under management and, in some cases, hourly fees. DAE identifies as an advisory-only RIA rather than a capital allocator and does not position itself as an ESG investor. The firm lists an insurance company affiliation among its industry ties.
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
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
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
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