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Joseph Gerard Michaletz

President/Chief Executive OfficerDai Wealth, LLCCRD 1327534

About Joseph Gerard Michaletz

Joseph Gerard Michaletz is listed as President/Chief Executive Officer at Dai Wealth, LLC in Atlanta, GA. Form ADV reports a beneficial ownership band of Under 5%. Joseph Gerard Michaletz is associated with 5 registered advisers.

Reported ownership

Owns Under 5% of Dai Wealth, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Joseph Gerard Michaletz work?

Joseph Gerard Michaletz is listed as President/Chief Executive Officer at Dai Wealth, LLC on SEC Form ADV.

How much of Dai Wealth, LLC does Joseph Gerard Michaletz own?

Form ADV reports a beneficial ownership band of Under 5%.

Dai Wealth, LLC

TitlePresident/Chief Executive Officer
OwnershipUnder 5%
Control personYes
Since2005
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Discipline Strategies Management, LP

TitleManagement Team Member
OwnershipUnder 5%
Control personYes
Since2025
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Dai Wealth, LLC

TitleCo-Trustee
Ownership50-75%
Control personYes
Since2017
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Dai Wealth, LLC

TitleCo-Trustee
Ownership50-75%
Control personYes
Since2017
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Discipline Strategies Management, LP

TitleTrustee
Ownership—
Control personYes
Since2025
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