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Daner Wealth Management, LLC

● SEC registered since 2021CRD 317373SEC# 801-122891Alpharetta, GA
Export (members)
Reg. AUM
$176M
Employees
2
Accounts
622
Location
Alpharetta, GA

Daner Wealth Management, LLC assets under management

Daner Wealth Management, LLC is an investment advisory firm registered with the SEC based in Alpharetta, GA. The firm has been registered since 2021. It reports $176 million in regulatory assets under management and employs 2 people.
www.danerwealth.comView on SEC.gov ↗

Daner Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Marc Steven Daner ControlManaging Principal / CcoOver 75%2021

Frequently asked questions

How much does Daner Wealth Management, LLC manage?

Daner Wealth Management, LLC reports $176 million in regulatory assets under management on its Form ADV.

How many employees does Daner Wealth Management, LLC have?

Daner Wealth Management, LLC reports 2 employees.

Where is Daner Wealth Management, LLC located?

Daner Wealth Management, LLC is based in Alpharetta, GA and has been SEC-registered since 2021.

Does Daner Wealth Management, LLC disclose fund performance?

Daner Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11475 Great Oaks Way, Suite 340, Alpharetta, GA 30022
Phone404-915-0128
Office hours9:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$154.3M
Non-discretionary$21.7M
Total (RAUM)$176M