# DAE Wealth Management

> DAE Wealth Management is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 18, 2026.

- CRD: 324692
- Filed as: DAE WEALTH MANAGEMENT
- Legal name: DAE Capital Strategies LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: August 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324692
- AdvisorCensus page: https://advisorcensus.com/firm/dae-wealth-management-324692

## Quick answers

**How is DAE Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), DAE Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is DAE Wealth Management registered with the SEC or a state?**
DAE Wealth Management is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324692.

**How much does DAE Wealth Management manage?**
DAE Wealth Management reports $24,398,593 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (100% discretionary).

**What types of clients does DAE Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (85); high net worth individuals (20).

**Does DAE Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/324692

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $24,398,593
- Discretionary: $24,398,593
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 85 | $5,434,925 |
| High net worth individuals | 20 | $18,963,668 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- Facebook @daewealthmanagement
- LinkedIn @daewealthmanagement
- YouTube @d.a.ewealthmanagement2013

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. DAE Wealth Management (CRD 324692): Form ADV filing data as of October 2026.