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JULY 8, 2025

DAG Wealth Appoints Max Kahn as Chief Executive Officer

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DAG Wealth has announced the appointment of Max Kahn as its new Chief Executive Officer. Kahn transitions from his role as Chief Compliance Officer, where he played a pivotal role in shaping the company’s compliance framework and strategic direction.

With over a decade of experience in financial services and business strategy, Max Kahn brings a wealth of expertise to his new role. Prior to joining DAG Wealth, he served as Director of Strategy at Digital Asset Research and YieldX, where he spearheaded institutional partnerships, product launches, and compliance processes. Earlier in his career, he was Director of Futures Operations at National Securities Corporation, focusing on investment platform optimization and risk management. Kahn, a licensed securities professional, has managed significant portfolios across retail and institutional clients.

At DAG Wealth, Kahn has been instrumental in launching groundbreaking indexes and financial solutions, contributing thought leadership on digital asset strategies. In his new role as CEO, he will focus on scaling the company’s infrastructure, launching innovative products, and expanding its client base at the intersection of traditional and digital wealth management.

“I am deeply honored to take on the role of Chief Executive Officer at DAG Wealth,” said Max Kahn. “Since onboarding our first clients in late 2024, we have achieved remarkable growth, and I am excited to lead this talented team as we continue to innovate and serve our clients with integrity and purpose. This next chapter is about scaling with intention, serving with purpose, and continuing to lead with integrity in an evolving space. The work is already well underway, and I’m excited to keep building with this incredible team.”

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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 qualified independent 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 DAG 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.