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DASTA INVESTMENTS LLC

NEW YORK, NY · CRD 315589 · IAPD ↗ · 732-910-5781

$81.8MRegulatory AUM
2Advisory reps
8Employees
0Clients
More than 500Planning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2026 — DASTA INVESTMENTS LLC reported RAUM up 493% ($13.8M -> $81.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.