DAE Wealth Management

Overview

DAE Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, providing financial planning and discretionary portfolio management geared toward individuals and small businesses. Its client-fee model is based on a percentage of assets under management. The firm does not identify as an ESG investor, does not position itself as a pension consultant or a capital allocator, and is not listed as a multi-state or newly formed adviser. DAE Wealth Management lists industry relationships with another investment adviser and with an insurance company; the firm’s offerings include advisory and insurance-related activities alongside its core planning and portfolio management work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices