# Michael Soroudi

> Michael Soroudi is a fee-only financial advisor at DAiM in Palm Beach Gardens, Florida, who holds the CFA credential. Michael focuses on crypto & digital assets, estate & legacy planning and tax planning. DAiM reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-soroudi/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** DAiM
- **Based in:** Palm Beach Gardens, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $80M across 255 accounts
- **Credentials:** CFA
- **Specialties:** Crypto & digital assets, Estate & legacy planning, Tax planning, Retirement planning
- **Works with:** Founders
- **CRD:** 6519366 (https://adviserinfo.sec.gov/individual/summary/6519366)
- **SEC registration:** Investment adviser representative in CA, FL, MA, NJ, NY, OR, PA
- **Exams passed:** Series 63 (2017)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.daim.io

## Frequently asked questions

### Is Michael Soroudi a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and DAiM reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Michael charge for financial advice?

Michael's firm, DAiM, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Michael Soroudi based?

Michael Soroudi is based in Palm Beach Gardens, Florida.

### What does Michael specialize in?

Michael's specialties include crypto & digital assets, estate & legacy planning, tax planning and retirement planning. Michael works with founders.

### What credentials does Michael Soroudi hold?

Michael Soroudi holds the CFA credential.

### Is Michael Soroudi registered with the SEC?

Yes. Michael Soroudi is registered as an investment adviser representative in CA, FL, MA, NJ, NY, OR and PA (CRD 6519366), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does DAiM manage?

DAiM reports $80M across 255 accounts in assets under management.

### How do I contact Michael Soroudi?

Through Michael's website, www.daim.io.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6519366): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.daim.io/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.