D
CRD: 331530
DA Wealth Advisors
Highland Park, IL
8479773752
$8.7M Total AUM
$8.7M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-29-2024
- Office Locations
- 1
Office Locations
-- Highland Park IL
About DA Wealth Advisors
DA Wealth Advisors is a Highland Park-based RIA. The firm has been operating for 1 years. Managing $8.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$8.7M AVG AUM / ADVISOR
$617.9K AVG AUM / CLIENT
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Summit Alpha fusion
Investment Themes
Peak meridian Vital optima Vector
Investment Vehicles
Eagle
Services
Fusion pathway Catalyst foundation Optima legacy
Owner & Executives
D
DAVID AARON ANDALMAN
Chief Compliance Officer, Managing Member, President
- CRD
- #1579075
- Ownership
- 75% or more
(824) 783-8726
atlas.pioneer@unisoncapital.com
in linkedin.com/in/summit-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,650,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,650,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,650,000
Public Funds:
34.4% Cash:
16.4% Equity - Exchange:
10.2% Equity - OTC:
24.3% Derivatives:
14.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,821,043,170 | 34.4% |
| Cash | $868,171,744 | 16.4% |
| Equity - Exchange | $539,960,475 | 10.2% |
| Equity - OTC | $1,286,376,425 | 24.3% |
| Derivatives | $778,178,331 | 14.7% |
| Total | $5,293,730,145 | 100.0% |