Dai Advisors
Dai Advisors is an SEC-registered wealth manager in Menlo Park, CA with $329.6M assets under management (AUM, regulatory AUM), +35% over one year. See who owns Dai Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 300332, SEC 801-118426, data through 2026-01-13.
- AUM (assets under management / regulatory AUM)
- $329.6M (2026-01-13)
- Firm type
- Wealth Manager
- Location
- Menlo Park, CA
- Employees
- 1
- Clients
- 285
- CRD
- 300332
- Ownership
- Dai, Guangming, George
How much AUM does Dai Advisors have?
Dai Advisors reported $329.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-13).
Who owns Dai Advisors?
Disclosed owners and executives of Dai Advisors include Dai, Guangming, George. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.