DAE WEALTH MANAGEMENT

DAE WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 324692). Regulatory assets under management: $24.4M.

Registration

• CRD: 324692
• Type: Registered investment adviser
• Phone: 916-765-0827
• Latest filing: 2026-06-12
• Regulatory AUM: $24.4M
• Discretionary AUM: $24.4M
• Clients: 1
• Accounts: 105

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324692 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search