DAG Wealth

Dax Westlund

Investment Advisor

Dax Westlund is an Investment Advisor with DAG Wealth. A graduate of Weber State, he holds the Series 7 and 66 and the CRPC designation and is working toward the CBDA. He has spent the majority of his career as a financial advisor at established national brokerage firms, including Morgan Stanley and Wells Fargo, building long-term client relationships and a strong understanding of the common gaps in clients' portfolios. He has a long-standing passion for the markets and for studying asset classes, their correlations, and their relationships to global economic events, and he enjoys constructing well-diversified strategies and sharing foundational knowledge with people eager to learn. Watching his parents navigate periods of job uncertainty taught him that meaningful success takes patience, perseverance, and consistent work. Outside of work he enjoys the outdoors, hiking, gardening, golf, and sand volleyball, which he has shared with his kids. He tells new clients his top priority is to understand what they hope to achieve and to work toward it together as a team. He lives in West Bountiful, Utah.

Disclosures

DAG Holdings Co is a holding company that does not provide investment advisory, brokerage, administrative, or insurance services to clients. DAG is not a law firm, does not provide legal or tax advice, and does not provide tax preparation services. Tax matters are handled through referrals to independent qualified tax professionals.

DAG Private Client services involve estate matters that require qualified independent counsel in the applicable jurisdiction. LLC formation, trust drafting, and estate planning services are provided in coordination with or by qualified independent legal counsel licensed in the applicable jurisdiction.

Asset protection structures, including Wyoming LLCs and trusts, do not guarantee protection against all claims, creditors, or losses. Outcomes depend on specific facts, jurisdiction, and applicable law.

Insurance products and services are offered through Xure Insurance or its affiliates.

Investment advisory services are offered exclusively through DAG Wealth, an SEC-Registered Investment Adviser (CRD No. 328627). Registration with the SEC does not imply a particular level of skill or training. Form ADV and Form CRS are available upon request or at www.adviserinfo.sec.gov.

Custody arrangements with third-party independent qualified custodians reduce certain risks but do not eliminate them.

Investing in digital assets involves risk, including the possible loss of principal. Digital assets are highly volatile and may not be suitable for all investors. Past performance is not indicative of future results.

Specific fee schedules, scope of engagement, conflicts of interest, and material business practices are disclosed in writing before engagement and in Form ADV Part 2A for the investment-advisory portion.

The information on this site is for general educational purposes and is not legal or tax advice.