Dai Wealth, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

138938

SEC number

801-66260

Firm type

RIA

Assets under management

$330.0M as of Mar 30, 2026

Website

goodcounselwealth.com ↗

Phone

404-531-7080

Address

2800 Century Parkway Ne, Atlanta, GA, 30345

Advisors at this firm

25 in our index · page 1 of 1

• Candace BrownCRD 5164122 · Atlanta, GA
  IA RegisteredBroker
• Jonathan R CreightonCRD 1495897 · Hingham, MA
  IA RegisteredBroker
• Kristin Reeve CreightonCRD 6983871 · Hingham, MA
  IA RegisteredBroker
• Brett DickinsonCRD 7809375 · New Braunfels, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Albert Trevor FlorCRD 7238685 · Fort Myers Beach, FL
  IA RegisteredBroker
• Amy Jennifer FosbennerCRD 6807268 · Mount Sinai, NY
  IA RegisteredBroker
• James GoolsbyCRD 1334338 · Atlanta, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Amanda Kaye IngwersenCRD 7323614 · Atlanta, GA
  IA RegisteredBroker
• Justin Scott MackieCRD 4736154 · Henderson, NV
  IA RegisteredBroker
  Disclosure event(s) on record
• Christine Ellen MichaletzCRD 6004009 · Atlanta, GA
  IA RegisteredBroker
• Jack James MichaletzCRD 5773608 · Mankato, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• Joseph Gerard MichaletzCRD 1327534 · Cody, WY
  IA RegisteredBroker
  Disclosure event(s) on record
• Joey Dale MillerCRD 6175826 · New Braunfels, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• John R MartinCRD 4130088 · Austin, TX
  IA RegisteredBroker
• Katelyn Marie MichaletzCRD 7058832 · Mankato, MN
  IA RegisteredBroker
• Jason Anthony MullinsCRD 5463088 · Albuquerque, NM
  IA RegisteredBroker
• Michael Edward O'tooleCRD 6336251 · Mankato, MN
  IA RegisteredBroker
• Rod Paul OlsonCRD 5114162 · Helena, MT
  IA RegisteredBroker
• Isaac OrtizCRD 4637864 · Edmond, OK
  IA RegisteredBroker
• Roy Vincent PflegerCRD 5896655 · E Setauket, NY
  IA RegisteredBroker
• Leslie PenkaCRD 4535565 · Lenexa, KS
  IA RegisteredBroker
• Nicole Marie RoubikCRD 6039380 · Wayzata, MN
  IA RegisteredBroker
• Connor SeedallCRD 6418732 · Liberty Lake, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert W TanhoffCRD 6590975 · Mankato, MN
  IA RegisteredBroker
• David Stephen UlmCRD 5875346 · Mankato, MN
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.