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Cameron Rafati

DAI Wealth, LLC

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About Cameron Rafati

Cameron Rafati is a financial advisor affiliated with DAI Wealth, LLC. Cameron has been active in the industry since 2024. Cameron is registered to provide investment advice in Minnesota and Utah. The advisor is also registered as a Registered Representative in Utah. Cameron holds the Series 7TO, SIE, and Series 66 licenses. DAI Wealth, LLC is an SEC registered investment advisor that has been in business since 2004. The firm has an office in Atlanta, Georgia, and Salt Lake City, Utah. DAI Wealth, LLC provides financial planning and portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations.

Firm Information

Cameron Rafati is currently registered with DAI Wealth, LLC. DAI Wealth, LLC is an investment advisory firm based in Atlanta, GA. With 24 registered representatives, they manage approximately $152,547,774 in assets for 1,073 clients. Their advisory services include financial planning, portfolio management for individuals, and selection of other advisors. They primarily serve individuals, with a focus on high-net-worth clients, but also work with charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
DAI Wealth, LLC

2800 CENTURY PARKWAY NE

ATLANTA, GA 30345

$152.55M

Assets Under Management

1

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

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Cameron Rafati’s Registration & Firm History

UT

06/03/2024 - Present

DAI Wealth, LLC (SALT LAKE CITY UT)

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Licenses & Designations

BOTH

Issued 05/31/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/29/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/06/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cameron Rafati.
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