# DAI WEALTH, LLC

> FINRA firm 138938 · ACTIVE · ATLANTA, GA

## Key facts

- **FINRA firm ID:** 138938
- **Firm name:** DAI WEALTH, LLC
- **Other names:** CREATIVE FINANCIAL STRATEGIES LLC, WESTERN PORTFOLIO PARTNERS, WAYPOINT WEALTH STRATEGIES, SOURCENET INVESTMENT SERVICES LLC, RVP II CONSULTING, PARAGON WEALTH COUNSELORS, MICHALETZ ADVISORS, INC., MERIT INVESTMENT SERVICES, JOHN GALT WEALTH SOLUTIONS, GOOD COUNSEL WEALTH MANAGEMENT LLC, DISCIPLINE ADVISORS, INC., DISCIPLINE ADVISORS, INC, DISCIPLINE ADVISORS, DAI WEALTH, LLC, DAI WEALTH, INC.
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-66260
- **Branches:** 26
- **Has disclosure events:** No
- **Headquarters:** ATLANTA, GA, 30345, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/138938

## Citation

> FINRA BrokerCheck, firm 138938 (DAI WEALTH, LLC). Retrieved via AI Analytics 2026-05-20 from https://api.ai-analytics.org/broker/138938.

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