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DAI Wealth, LLC

DAI Wealth, LLC. CRD 138938

DAI Wealth, LLC logo

CRD: 138938

DAI Wealth, LLC

Atlanta, GA, 30345
4045317080
disciplineadvisors.com
$330.0M Total AUM
$321.9M Disc. AUM
42.4% 3Y CAGR
40 Employees
1,542 ADV. Clients
20 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · SEI
Clients
Retail and Institutional
Platforms
Ember ridge
Established Date
02-24-2006
Office Locations
18

Office Locations

115 ST Andrews CT Suite 200 Mankato MN
150 ST Andrews CT Suite 210 Mankato MN
15600 Wayzata Blvd Suite 301 Wayzata MN

About DAI Wealth, LLC

DAI Wealth (Discipline Advisors) provides personalized, integrated investment management for individuals and families of significant wealth, pairing disciplined portfolio strategy with trusts & estate, tax-aware wealth planning, and family office support. The team collaborates with clients’ attorneys and accountants to align documents, relationships, and long-term legacy goals, and offers guidance on 1031 exchange solutions as part of its investment toolkit.

Team overview

39 AVG AGE
$8.2M AVG AUM / ADVISOR
$214.0K AVG AUM / CLIENT
4.9 yrs AVG TENURE
40 Employees
40 Advisory Reps
25 RIA Reps
20yrs Firm Age

Insights

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Accredited Investors

Delta

Asset Classes

Catalyst Radial capital Eagle zenith Quantum North bridge Crest Oak zenith Beacon

Client Personas

Horizon Radial

Custodian

Vector alpha Bridge optima Vertex

Investment Themes

Fusion catalyst Signal north Glacier

Investment Vehicles

Ember oak Matrix meridian Vital

Platform

Meridian Vector meridian Capital beacon Ember

Services

Harbor signal Pioneer momentum Meridian Matrix Pathway momentum Harbor vertex Horizon

Technology

Beacon

Owner & Executives

CANDACE BROWN

CANDACE BROWN

COMPLIANCE OFFICER, Vice President

CRD
#5164122
Ownership
Less than 5%
(827) 516-1683
element.timber@timbercapital.com
in linkedin.com/in/ember-matrix
MATTHEW ALAN INGBER

MATTHEW ALAN INGBER

Chief Operating Officer

CRD
#3261552
Ownership
Less than 5%
(459) 599-2539
atlas.ridge@vertexcapital.com
in linkedin.com/in/crest-element
S

Summit beacon

Vector vital

CRD
#62638
Ownership
11.5%
(229) 246-9898
catalyst.crest@fusioncapital.com
in linkedin.com/in/pathway-atlas

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Contacts

J

Jonathan R Creighton

--

CRD
#1495897
(336) 453-2251
unison.ember@meridiancapital.com
in linkedin.com/in/legacy-frontier
Kristin Reeve Creighton

Kristin Reeve Creighton

--

CRD
#6983871
(793) 902-4745
prime.vertex@optimacapital.com
in linkedin.com/in/pioneer-insight
W

Wave pioneer

Meridian value

CRD
#91883
(238) 575-3275
value.matrix@primecapital.com
in linkedin.com/in/alpha-meridian

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-08-2022
12-13-2023
03-25-2024
12-15-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $321,904,048 $206,217
Non-Discretionary $8,047,695 $16,525
Total $329,951,743 $161,109

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Separately Managed Accounts

Total SMA Asset: $329,951,743

$330.0M Total SMA
Equity - Exchange:
22.8%
Cash:
25.0%
Public Funds:
5.3%
Private Funds:
26.3%
U.S. Government/Agency:
20.6%
Asset class Assets Assets %
Equity - Exchange $1,317,960,827 22.8%
Cash $1,445,132,486 25.0%
Public Funds $306,368,087 5.3%
Private Funds $1,520,279,375 26.3%
U.S. Government/Agency $1,190,789,167 20.6%
Total $5,780,529,942 100.0%

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