DAG Wealth

Fred Weisbrod IV

Investment Advisor

Fred Weisbrod is an Investment Advisor with DAG Wealth. A graduate of the United States Naval Academy with formal training and certification as a nuclear engineer, he began his career as a nuclear engineer aboard U.S. Navy submarines before moving into senior technical and leadership roles developing intellectual property, designing advanced engineering systems, and aligning emerging technologies such as blockchain and digital assets with long-term business objectives. He holds multiple master's degrees and certificates in finance, project management, cloud computing, and digital assets. Drawn to complex systems and high-consequence decision-making, he applies the same rigor and strategic mindset to helping clients navigate an increasingly complex financial landscape, with deep expertise in systems engineering, risk analysis, and innovation. His military service shaped a work ethic grounded in accountability, preparation, and discipline. Naturally curious about how emerging technical and economic systems are reshaping the world, he tells clients that understanding their goals comes first, with every recommendation grounded in clarity, risk awareness, and long-term alignment. He lives in Houston.

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.