The Dala Group, LLC
The Dala Group, LLC is an SEC-registered wealth manager in Hoffman Estates, IL with $265.2M assets under management (AUM, regulatory AUM), +37% over one year. See who owns The Dala Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 291828, SEC 801-127948, data through 2026-05-01.
- AUM (assets under management / regulatory AUM)
- $265.2M (2026-05-01)
- Firm type
- Wealth Manager
- Location
- Hoffman Estates, IL
- Employees
- 11
- Clients
- 262
- CRD
- 291828
- Ownership
- MIKE HEATWOLE REVOCABLE LIVING TRUST; HEATWOLE, MICHAEL, DAVID
How much AUM does The Dala Group, LLC have?
The Dala Group, LLC reported $265.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-01).
Who owns The Dala Group, LLC?
Disclosed owners and executives of The Dala Group, LLC include MIKE HEATWOLE REVOCABLE LIVING TRUST, HEATWOLE, MICHAEL, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.