Joey Dale Miller

Dai Wealth, LLC

12 Years of Experience

5 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth

Dai Wealth, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

22 advisors

Number of Clients

1,404 clients

Average Client Portfolio

$190K average

Assets Under Management

$267.4M

Fee Structure

Minimum Investment:None

Location

2800 Century Parkway Ne, Suite 650, Atlanta, GA, 30345

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History

Regulatory History (5)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

August 2025

Pending

Civil

January 2025

Pending

Customer Dispute

March 2024

Settled

Employment Separation After Allegations

October 2023

Customer Dispute

October 2012

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Joey owns JMKW Ventures for buying a ranch, dedicating minimal time, and JGFS Management LLC for employee benefits, also dedicating minimal time. He also owns John Galt Wealth Solutions, dedicating full-time hours, and LOT 44 NB House for custom home building.

Employment History

Current Registrations

Dai Wealth, LLC

November 2023 - Present · 2 yrs 3 mos

Dai Securities, LLCBroker

October 2023 - Present · 2 yrs 4 mos

Previous Registrations

Arete Wealth Advisors, LLC

October 2014 - November 2023 · 9 yrs 1 mo

Arete Wealth Management, LLCBroker

January 2014 - November 2023 · 9 yrs 10 mos

Ari Financial Services, INC.Broker

July 2013 - December 2013 · 5 mos

State Registrations46 states

AKALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMDMEMIMNMOMSNCNDNENJNMNVNYOHOKORPARISCSDTNTXUTVAWAWIWVWY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.