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 1 - 10 of 15 top financial advisors.
1
Candace Brown, financial advisor Atlanta GA
Candace Brown
CRD#: 5164122
2800 Century Parkway Ne, Suite 650, Atlanta, GA 30345

Candace Brown (CRD# 5164122) is an Investment Advisor Representative working at Dai Wealth, LLC in Atlanta, GA and has over 7 years of experience in the finance industry.

2
Jonathan Creighton, financial advisor Hingham MA
Jonathan R. Creighton
CRD#: 1495897
350 Lincoln Street, Suite 2400, Hingham, MA 02043

Jonathan Creighton (CRD# 1495897) is an Investment Advisor Representative working at Dai Wealth, LLC in Hingham, MA and has over 14 years of experience in the finance industry.

3
Amy Fosbenner, financial advisor Atlanta GA
Amy J. Fosbenner
CRD#: 6807268
2800 Century Parkway Ne, Suite 650, Atlanta, GA 30345

Amy Fosbenner (CRD# 6807268) is an Investment Advisor Representative working at Dai Wealth, LLC in Atlanta, GA and has over 5 years of experience in the finance industry.

4
John Martin, financial advisor Austin TX
John R. Martin
CRD#: 4130088
Austin, TX

John Martin (CRD# 4130088) is an Investment Advisor Representative working at Dai Wealth, LLC in Austin, TX and has over 23 years of experience in the finance industry.

5
Christine Michaletz, financial advisor Atlanta GA
Christine E. Michaletz
CRD#: 6004009
2800 Century Parkway Ne, Suite 650, Atlanta, GA 30345

Christine Michaletz (CRD# 6004009) is an Investment Advisor Representative working at Dai Wealth, LLC in Atlanta, GA and has over 9 years of experience in the finance industry.

6
Jack Michaletz, financial advisor Atlanta GA
Jack J. Michaletz
CRD#: 5773608
2800 Century Parkway Ne, Suite 650, Atlanta, GA 30345

Jack Michaletz (CRD# 5773608) is an Investment Advisor Representative working at Dai Wealth, LLC in Atlanta, GA and has over 12 years of experience in the finance industry.

7
Joseph Michaletz, financial advisor Atlanta GA
Joseph G. Michaletz
CRD#: 1327534
2800 Century Parkway Ne, Suite 650, Atlanta, GA 30345

Joseph Michaletz (CRD# 1327534) is an Investment Advisor Representative working at Dai Wealth, LLC in Atlanta, GA and has over 39 years of experience in the finance industry.

8
Jason Mullins, financial advisor Atlanta GA
Jason A. Mullins
CRD#: 5463088
2800 Century Parkway Ne, Suite 650, Atlanta, GA 30345

Jason Mullins (CRD# 5463088) is an Investment Advisor Representative working at Dai Wealth, LLC in Atlanta, GA and has over 15 years of experience in the finance industry.

9
Michael O'toole, financial advisor Atlanta GA
Michael E. O'toole
CRD#: 6336251
2800 Century Parkway Ne, Suite 650, Atlanta, GA 30345

Michael O'toole (CRD# 6336251) is an Investment Advisor Representative working at Dai Wealth, LLC in Atlanta, GA and has over 5 years of experience in the finance industry.

10
Isaac Ortiz, financial advisor Atlanta GA
Isaac Ortiz
CRD#: 4637864
2800 Century Parkway Ne, Suite 650, Atlanta, GA 30345

Isaac Ortiz (CRD# 4637864) is an Investment Advisor Representative working at Dai Wealth, LLC in Atlanta, GA and has over 21 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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