Dai Wealth, LLC
Dai Wealth, LLC is an SEC-registered mass-market adviser in Atlanta, GA with $330.0M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Dai Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 138938, SEC 801-66260, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $330.0M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Atlanta, GA
- Employees
- 40
- Clients
- 1,537
- CRD
- 138938
- Ownership
- MICHALETZ, JOSEPH, GERALD; NAGY, NAOMI, ANNE; MICHALETZ, JOSEPH, GERARD; MICHALETZ, CHRISTINE, ELLEN; STRAUSS, ERNEST, GEORGE
How much AUM does Dai Wealth, LLC have?
Dai Wealth, LLC reported $330.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Dai Wealth, LLC?
Disclosed owners and executives of Dai Wealth, LLC include MICHALETZ, JOSEPH, GERALD, NAGY, NAOMI, ANNE, MICHALETZ, JOSEPH, GERARD, MICHALETZ, CHRISTINE, ELLEN, STRAUSS, ERNEST, GEORGE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.