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Chief Operating Officer · DAI Wealth, LLC

Matthew A. Ingber

CRD 3261552 · 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 Matthew A. Ingber on its Form ADV as Chief Operating Officer, a control person.

Firms and roles

  • DAI Wealth, LLCChief Operating OfficerWealth manager · Atlanta, GA · $330M in regulatory assets

AtlasMembers

Matthew’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 Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.