Unclaimed Profile

Joseph Gerard Michaletz

DAI WEALTH, LLC·ATLANTA, Georgia

SIE, Series 7, Series 24, Series 63, Series 6524 years registeredDAI WEALTH, LLC

2800 CENTURY PARKWAY NE, ATLANTA, GA 30345CRD# 1327534Firm CRD# 138938

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Gerard Michaletz · ATLANTA, GA

Registration

CRD #1327534 · DAI WEALTH, LLC · 24 years registered

Brand Profile

Not yet started

Career History

DAI SECURITIES, LLC

Apr 2018 – present

DAI WEALTH, LLC

Mar 2006 – present

TRANSAMERICA FINANCIAL ADVISORS, INC.

Jul 2002 – May 2006

MANKATO, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · July 19, 2002

Years registered · 24

Disclosure History

2021Customer Dispute·Settled

2020Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

DAI WEALTH, LLC

CRD 138938 · SEC 801-66260

AUM

$153M

Regulatory assets under management

Employees

1,073 client accounts

Services offered by DAI WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DAI WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Joseph Gerard Michaletz offer?

Joseph Gerard Michaletz specializes in Financial Planning, Investment Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Joseph Gerard Michaletz's credentials?

Joseph Gerard Michaletz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Gerard Michaletz located?

Joseph Gerard Michaletz is based in ATLANTA, Georgia, working with DAI WEALTH, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Joseph Gerard Michaletz charge for services?

Joseph Gerard Michaletz's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DAI WEALTH, LLC?

DAI WEALTH, LLC has approximately 28 employees and manages $153M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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