Dai Wealth, LLC

Dai Wealth, LLC (CRD# 138938) is a financial advisory firm headquartered in Atlanta, GA. They manage $152,547,774 in 1,073 accounts and serve the financial needs of clients across 51 states (or territories).

Current Firm Details
2800 Century Parkway Ne, Suite 650, Atlanta, GA 30345
https://goodcounselwealth.com/
By the Numbers
  • Total Assets Under Management
    153
    MILLION
  • Total Number of Accounts
    1,073
    ACCOUNTS
  • Average Account Value
    $142,169
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Dai Wealth, LLC
Showing 11 - 15 of 15 top financial advisors.
11
Nicole Roubik, financial advisor Atlanta GA
Nicole M. Roubik
CRD#: 6039380
2800 Century Parkway Ne, Suite 650, Atlanta, GA 30345

Nicole Roubik (CRD# 6039380) is an Investment Advisor Representative working at Dai Wealth, LLC in Atlanta, GA and has over 11 years of experience in the finance industry.

12
Connor Seedall, financial advisor Atlanta GA
Connor Seedall
CRD#: 6418732
2800 Century Parkway Ne, Suite 650, Atlanta, GA 30345

Connor Seedall (CRD# 6418732) is an Investment Advisor Representative working at Dai Wealth, LLC in Atlanta, GA and has over 7 years of experience in the finance industry.

13
Robert Tanhoff, financial advisor Mankato MN
Robert W. Tanhoff
CRD#: 6590975
12 Civic Center Plaza, Suite 2112, Mankato, MN 56001

Robert Tanhoff (CRD# 6590975) is an Investment Advisor Representative working at Dai Wealth, LLC in Mankato, MN and has over 8 years of experience in the finance industry.

14
Katelyn Michaletz, financial advisor Atlanta GA
Katelyn M. Michaletz
CRD#: 7058832
2800 Century Parkway Ne, Suite 650, Atlanta, GA 30345

Katelyn Michaletz (CRD# 7058832) is an Investment Advisor Representative working at Dai Wealth, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

15
Roy Pfleger, financial advisor E Setauket NY
Roy V. Pfleger
CRD#: 5896655
286 Main Street, E Setauket, NY 11733

Roy Pfleger (CRD# 5896655) is an Investment Advisor Representative working at Dai Wealth, LLC in E Setauket, NY and has over 9 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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