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SVP, Wealth Management · DAI Wealth, LLC

John R Martin

CRD 4130088 · Named on Form ADV at one SEC-registered adviser

At a glance

DAI Wealth, LLC, an SEC-registered wealth manager based in Atlanta, GA with $330 million in regulatory assets, lists John R Martin on its Form ADV as SVP, Wealth Management, a control person.

Firms and roles

  • DAI Wealth, LLCSVP, Wealth ManagementWealth manager · Atlanta, GA · $330M in regulatory assets

AtlasMembers

John’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.