Firm profile

DAI WEALTH, LLC

ATLANTA, GACRD 138938Latest ADV March 30, 2026

Dai Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 30, 2026, reports $330M in regulatory assets under management, 40 employees, 15 offices, and 2,048 accounts.

Assets Under Management
$330M
Employees
40
Offices
15 offices
Total Clients
1,537
Primary office
ATLANTA, GA
2800 CENTURY PARKWAY NE, SUITE 650, ATLANTA, GA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOJoseph G. Michaletz
CCOCandace Brown
CCOErnest G. Strauss

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 53.5% of total clients.
Top client categories% of clientsClients
1
Individuals
53.5%
823
2
HNWI
41.8%
643
3
Corporations
2.3%
36
4
Pension Plans
1.7%
26
5
Charitable
0.5%
8
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$330Mas of March 30, 2026
Discretionary97.6%
$322M
98% of total RAUM97.6%
Non-discretionary2.4%
$8M
2% of total RAUM2.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$330M
Total Accounts2,048
10Y AUM Change+$218M (+195.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees40
Clients per Employee38:1
10Y Employee Change+32 (+400.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.