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- Custodian
- Charles Schwab & Company · Fidelity/NFS · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-24-2006
- Office Locations
- 18
Office Locations
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.
Reported data analysis
What the numbers show
Between December 15, 2025 and March 30, 2026, reported AUM increased 23.4%, from $267.4M to $330.0M.
Across 5 reported observations, AUM increased 215.8% between December 8, 2022 and March 30, 2026, from $104.5M to $330.0M.
Of the latest reported AUM, 97.6% is discretionary and 2.4% is non-discretionary.
The firm reports 40 advisory representatives and 1,542 clients, or 38.6 clients per representative. That equates to $214.0K in reported AUM per client.
The profile lists 18 reported office locations and 20 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full DAI Wealth, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CANDACE BROWN
COMPLIANCE OFFICER, Vice President
- CRD
- #5164122
- Ownership
- Less than 5%
MATTHEW ALAN INGBER
Chief Operating Officer
- CRD
- #3261552
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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Jonathan R Creighton
--
- CRD
- #1495897
Kristin Reeve Creighton
--
- CRD
- #6983871
Showing 2 of 27 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
DAI Wealth, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.