A complete list of active advisors currently associated with Dae Wealth Management

Warmer can help you find a great advisor at Dae Wealth Management or one who fits your needs even better.

DAE Capital Strategies LLC provides portfolio management and integrated financial planning to individuals, high‑net‑worth individuals, and pension/profit‑sharing plans. The firm prepares a written Investment Policy Statement for each client, generally operates with discretionary trading authority, and advises across mutual funds, fixed income, equities, ETFs (including precious‑metals ETFs), annuities and private placements. The firm combines multiple methods of analysis — charting, cyclical, fundamental, modern portfolio theory, quantitative and technical analysis — and employs both long‑term and short‑term trading as appropriate to client objectives. DAECapStrat documents clients’ risk tolerance and time horizon in the IPS, provides quarterly account reviews, and states a policy of attempting fair and equitable allocation of investment opportunities among clients. A distinctive feature disclosed in the brochure is that the firm’s principal is a licensed insurance agent who may receive commissions for sales of insurance products (including annuities), and the firm discloses and documents this potential conflict of interest. The brochure also notes that clients are required to use Interactive Brokers as custodian, that the adviser does not aggregate block trades for multiple clients, that fees are collected in advance, and that it reports roughly $23.8 million in discretionary assets under management.

To learn more about the advisors currently working at Dae Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Douglas Emitte	Roseville, CA	29

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