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Justin Scott Mackie

Investment adviser representative at Dai Wealth, LLC
11 yearsExperience
4 statesRegistered in
$330MFirm assets
20 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Dai Wealth, LLCMay 2024 to now
  2. Dai Securities LLCMay 2024 to now
  3. Arete Wealth Management LLCNov 2015 to May 2024

Exams passed

  • Series 66 · Uniform Combined State Law2016

State registrations

Registered as an investment adviser representative in 4 states (AZ, NV, TX, WA).

Dai Wealth, LLC

$330MAssets managed
1,537Clients
25Advisers
20 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4736154
Firm CRD
138938
Advisor's SEC record (opens in a new tab)
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