| Name | Title | Ownership | Since |
|---|---|---|---|
| Candace Brown Control | Vp, Compliance Officer | Under 5% | 2019 |
| CC Capital Holdings LLC Control | Member | 10-25% | 2022 |
| Christine Ellen Michaletz Control | Vp/Secretary/Treasurer | Under 5% | 2015 |
Dai Wealth, LLC reports $267.4 million in regulatory assets under management on its Form ADV.
Dai Wealth, LLC reports 32 employees.
Dai Wealth, LLC is based in Atlanta, GA and has been SEC-registered since 2006.
Dai Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2800 Century Parkway NE, Suite 650, Atlanta, GA 30345 |
| Phone | 404-531-7080 |
| Fax | 404-996-6638 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $259.7M |
| Non-discretionary | $7.7M |
| Total (RAUM) | $267.4M |