# DAS Wealth Management

> DAS Wealth Management is a state-registered investment advisory firm in Orlando, FL, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 7, 2025.

- CRD: 269974
- Filed as: DAS WEALTH MANAGEMENT
- Legal name: DAS Financials Inc
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Orlando, FL
- Filing period: October 2026
- Form ADV filing dated: September 7, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/269974
- AdvisorCensus page: https://advisorcensus.com/firm/das-wealth-management-orlando-fl-269974

## Quick answers

**How is DAS Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), DAS Wealth Management reports these compensation arrangements: hourly charges.

**Where is DAS Wealth Management located?**
DAS Wealth Management's principal office is in Orlando, FL, according to its Form ADV.

**Is DAS Wealth Management registered with the SEC or a state?**
DAS Wealth Management is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 269974.

**How much does DAS Wealth Management manage?**
DAS Wealth Management reports $105,000 in regulatory assets under management in its Form ADV filing dated September 7, 2025 (100% discretionary).

**Does DAS 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/269974

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $105,000
- Discretionary: $105,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $15,000 |
| Corporations or other businesses not listed above | Fewer than 5 | $90,000 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dasfinancials.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. DAS Wealth Management (CRD 269974): Form ADV filing data as of October 2026.