# DAI WEALTH, LLC

DAI WEALTH, LLC of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 138938
- Type: SEC-registered investment adviser
- SEC file number: 801-66260
- Location: 2800 CENTURY PARKWAY NE, SUITE 650, ATLANTA, GA, 30345
- Phone: 404-531-7080
- Latest filing: 2026-03-30
- Regulatory AUM: $330.0M
- Discretionary AUM: $321.9M
- Non-discretionary AUM: $8.0M
- Clients: 40
- Accounts: 2,048

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (20)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/138938/brochure
- Similar advisers: https://search.stillhousedata.com/firm/138938/similar
- Related entities: https://search.stillhousedata.com/firm/138938/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/138938

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.