DAI WEALTH, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 138938). Regulatory assets under management: $330.0M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Joseph Gerard Michaletz | CO-TRUSTEE; PRESIDENT/CHIEF EXECUTIVE OFFICER | — |
| Christine Ellen Michaletz | CO-TRUSTEE; VP/SECRETARY/TREASURER | — |
| Ernest George Strauss | CHIEF COMPLIANCE OFFICER | — |
| Matthew Alan Ingber | CHIEF OPERATING OFFICER | — |
| Craig Michael Covington | MEMBER | — |
| Michael Edward O'Toole | OWNER | — |
| Candace Brown | VP, COMPLIANCE OFFICER | — |
| John R Martin | SVP, WEALTH MANAGEMENT | — |
| MICHALETZ JOSEPH GERALD | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| VEROEVEN JANN LYNNE | CHIEF OPERATING OFFICER | — |
| NAGY NAOMI ANNE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, VICE PRESIDENT; OWNER | — |
| KOCH KYLE MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| MARTIN JAMES R | SVP, WEALTH MANAGEMENT | — |
| MICHALETZ CHRISTINE ELLEN | CO-TRUSTEE; SECRETARY/TREASURER; VP/SECRETARY/TREASURER (+3 more) | — |
| MICHALETZ JOSEPH GERARD | CO-TRUSTEE; PRESIDENT; PRESIDENT/CHIEF EXECUTIVE OFFICER | — |
| STRAUSS ERNEST GEORGE | CHIEF COMPLIANCE OFFICER | — |
| INGBER MATTHEW ALAN | CHIEF OPERATING OFFICER | — |
| COVINGTON CRAIG MICHAEL | MEMBER | — |
| O'TOOLE MICHAEL EDWARD | OWNER | — |
| BROWN CANDACE | VP, COMPLIANCE OFFICER | — |