Dai Wealth, LLC

Overview

Dai Wealth, LLC is an SEC registered investment adviser based in Atlanta, GA, registered since 2006. It reports $33M in assets under management across 2,048 accounts, with 40 employees. It has 25 investment adviser representatives.

Reported AUM

$33M

Discretionary

98%

Accounts

2,048

Average account

$161K

Employees

40

Advisory reps

25

Registered since

2006

Jurisdictions

51

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 6

• Joseph Gerard Michaletz President, Chief Executive Officer CRD 1327534
• Ernest George Strauss Chief Compliance Officer CRD 4660664
• Matthew Alan Ingber Chief Operating Officer CRD 3261552

3 more executive officers, with direct contact details

Advisory reps 3 of 25

• Candace Brown Registered Rep · Investment Adviser Rep CRD 5164122
• Jonathan R Creighton Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1495897
• Kristin Reeve Creighton Registered Rep · Investment Adviser Rep CRD 6983871

22 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2800 Century Pkwy NE Ste 650
Atlanta, GA 30345

County

DeKalb

Metro area

Atlanta-Sandy Springs-Alpharetta, GA

Region

South

Registrations

• SEC registered
• Registered in 51 jurisdictions
• Website: goodcounselwealth.com

Every state, with registration dates

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