DAI WEALTH, LLC

ATLANTA, Georgia·8 registered advisors·CRD# 138938
SEC# 801-662609404-531-7080
01

Firm Overview

AUM
$153M
Regulatory assets under management
Employees
28
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at DAI WEALTH, LLC

8 registered advisors
Candace Brown
ATLANTA, Georgia
Christine Ellen Michaletz
ATLANTA, Georgia
Craig Michael Covington
ATLANTA, Georgia
Ernest George Strauss
ATLANTA, Georgia
John R Martin
ATLANTA, Georgia
CFP
Joseph Gerard Michaletz
ATLANTA, Georgia
Matthew Alan Ingber
ATLANTA, Georgia
Michael Edward O'toole
ATLANTA, Georgia
05

Office Locations

ATLANTA, Georgia
8 advisors

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Data sourced from SEC Form ADV filings. DAI WEALTH, LLC (CRD# 138938) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.