D
$24.4M Total AUM
$24.4M Disc. AUM
-- 3Y CAGR
1 Employees
210 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-2013
- Office Locations
- 1
Office Locations
-- Roseville CA
About DAE Wealth Management
DAE Wealth Management is a Roseville-based RIA. The firm has been operating for 13 years. Managing $24.4M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
52 AVG AGE
$24.4M AVG AUM / ADVISOR
$116.2K AVG AUM / CLIENT
8.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Douglas Emitte
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #2594396
- Ownership
- 75% or more
Available
Available
Available
A
ALANA LYNN EMITTE
TREASURER
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,398,593 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,398,593 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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