Dai Wealth, LLC
● SEC registered since 2006CRD 138938SEC# 801-66260Atlanta, GA
Reg. AUM
$330M
Employees
40
Accounts
2,048
Location
Atlanta, GA
Dai Wealth, LLC assets under management
Dai Wealth, LLC operates as an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2006. It reports $330 million in regulatory assets under management and employs 40 people.
Dai Wealth, LLC owners & executives
17 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Candace Brown Control | Vp, Compliance Officer | Under 5% | 2019 |
| CC Capital Holdings LLC Control | Member | 10-25% | 2022 |
| Christine Ellen Michaletz Control | Vp/Secretary/Treasurer | Under 5% | 2015 |
| Dai Holdings, LLC Control | Owner | 50-75% | 2020 |
| Ernest George Strauss Control | Chief Compliance Officer | Under 5% | 2019 |
| John R Martin Control | Svp, Wealth Management | Under 5% | 2022 |
| Joseph Gerard Michaletz Control | President/Chief Executive Officer | Under 5% | 2005 |
| Matthew Alan Ingber Control | Chief Operating Officer | Under 5% | 2021 |
| Mike O'Toole Real Estate, Inc. Control | Member | 10-25% | 2022 |
| Christine Ellen Michaletz Control | Co-Trustee | 50-75% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Dai Wealth, LLC manage?
Dai Wealth, LLC reports $330 million in regulatory assets under management on its Form ADV.
How many employees does Dai Wealth, LLC have?
Dai Wealth, LLC reports 40 employees.
Where is Dai Wealth, LLC located?
Dai Wealth, LLC is based in Atlanta, GA and has been SEC-registered since 2006.
Does Dai Wealth, LLC disclose fund performance?
Dai Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2800 Century Parkway NE, Suite 650, Atlanta, GA 30345 |
| Phone | 404-531-7080 |
| Fax | 404-996-6638 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$330M▲ 23%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,306 advisers
EmployeesTop 14%
More than 86% of 16,824 advisers
Assets under management
$330Mregulatory AUM
Discretionary $321.9MNon-discretionary $8M