Joey Dale Miller
Investment adviser representative at Dai Wealth, LLC
12 yearsExperience
20 statesRegistered in
$330MFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Dai Wealth, LLCNov 2023 to now
- Dai Securities, LLCOct 2023 to now
- Arete Wealth Advisors LLCOct 2014 to Oct 2023
- Arete Wealth Management LLCJan 2014 to Oct 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 20 states (AK, AL, AZ, CA, GA, IA, ID, IL, KS, MN, MS, NC, OH, OK, SC, TX, UT, VA, WA, WI).
Dai Wealth, LLC
$330MAssets managed
1,537Clients
25Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6175826
- Firm CRD
- 138938