Dash Investments
Dash Investments is an SEC-registered wealth manager in Woodland Hills, CA with $681.6M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Dash Investments: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 135281, SEC 801-113360, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $681.6M (2026-03-25)
- Firm type
- Wealth Manager
- Location
- Woodland Hills, CA
- Employees
- 9
- Clients
- 433
- CRD
- 135281
- Ownership
- DASH, JONATHAN; GRIFFITH, ZAIN, L.; AMIRI, MORRIS, M.
How much AUM does Dash Investments have?
Dash Investments reported $681.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Dash Investments?
Disclosed owners and executives of Dash Investments include DASH, JONATHAN, GRIFFITH, ZAIN, L., AMIRI, MORRIS, M.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.