DAS Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,000
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Das Financials Inc. provides investment advisory and financial planning services to a mix of individuals, self‑employed professionals, small businesses, pensions, trusts, estates and corporations. The firm combines discretionary portfolio management with standalone financial planning and also offers tax, accounting and business consulting services.
Portfolios are generally managed on a discretionary basis and are tailored to each client’s stated objectives and risk tolerance, with investment decisions guided by fundamental, technical and cyclical analysis. Financial planning is offered separately and billed on an hourly basis, while investment advisory fees are disclosed on an asset‑based schedule and billed quarterly.
What is distinctive for an investment‑manager‑type adviser is the firm’s integration of accounting and licensed insurance activities alongside portfolio management: staff provide tax and accounting services and are authorized to place insurance products for commissions. The firm is a small, principal‑driven operation that accepts corporate/business clients and permits client‑directed brokerage and fee‑debiting arrangements, factors that may affect conflicts of interest and service delivery.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Charitable giving & philanthropy
Cash flow / budgeting
Occupation focus
Self-Employed
Fee options
$100,000 - $250,000: 1.20% $250,000 - $500,000: 1.00% $500,000 - $1,000,000: 0.80% $1,000,000 - $2,000,000: 0.60% $2,000,000 - $5,000,000: 0.40% $5,000,000 - $10,000,000: 0.35% $10,000,000+: 0.30%
Financial planning services charged at $100.00 per hour.
Account minimum: $500,000
Main office location
DAS Wealth Management
8820 Orange Blossom Trail, Suite # 109
Orlando FL 32809, United States
Number of offices
1
Most active in
DAS Wealth Management has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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