DAI WEALTH, LLC

DAI WEALTH, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 138938). Regulatory assets under management: $330.0M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (20)

NameRoleLocation
Joseph Gerard MichaletzCO-TRUSTEE; PRESIDENT/CHIEF EXECUTIVE OFFICER—
Christine Ellen MichaletzCO-TRUSTEE; VP/SECRETARY/TREASURER—
Ernest George StraussCHIEF COMPLIANCE OFFICER—
Matthew Alan IngberCHIEF OPERATING OFFICER—
Craig Michael CovingtonMEMBER—
Michael Edward O'TooleOWNER—
Candace BrownVP, COMPLIANCE OFFICER—
John R MartinSVP, WEALTH MANAGEMENT—
MICHALETZ JOSEPH GERALDPRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER—
VEROEVEN JANN LYNNECHIEF OPERATING OFFICER—
NAGY NAOMI ANNECHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, VICE PRESIDENT; OWNER—
KOCH KYLE MICHAELCHIEF COMPLIANCE OFFICER—
MARTIN JAMES RSVP, WEALTH MANAGEMENT—
MICHALETZ CHRISTINE ELLENCO-TRUSTEE; SECRETARY/TREASURER; VP/SECRETARY/TREASURER (+3 more)—
MICHALETZ JOSEPH GERARDCO-TRUSTEE; PRESIDENT; PRESIDENT/CHIEF EXECUTIVE OFFICER—
STRAUSS ERNEST GEORGECHIEF COMPLIANCE OFFICER—
INGBER MATTHEW ALANCHIEF OPERATING OFFICER—
COVINGTON CRAIG MICHAELMEMBER—
O'TOOLE MICHAEL EDWARDOWNER—
BROWN CANDACEVP, COMPLIANCE OFFICER—

Branch offices (25)

Showing 15 of 25 offices.

CityStateEmployeesPhone
MANKATOMN5507-625-5876
——3503-372-9489
ATLANTAGA24044184149
HINGHAMMA26172669700
MCDONOUGHGA24044184149
MANKATOMN25073873428
WAYZATAMN2507-625-5876
HELENAMT24062211776
EDMONDOK24059064300
MANKATOMN25076256215
ALBUQUERQUENM24059064300
——27025331028
MCDONOUGHGA24044184149
MANKATOMN25073873428
WAYZATAMN2507-625-5876

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