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Marc Steven Daner

Managing Principal / CcoDaner Wealth Management, LLCCRD 1333477

About Marc Steven Daner

Marc Steven Daner is listed as Managing Principal / Cco at Daner Wealth Management, LLC in Alpharetta, GA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Daner Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Marc Steven Daner work?

Marc Steven Daner is listed as Managing Principal / Cco at Daner Wealth Management, LLC on SEC Form ADV.

How much of Daner Wealth Management, LLC does Marc Steven Daner own?

Form ADV reports a beneficial ownership band of Over 75%.

Daner Wealth Management, LLC

TitleManaging Principal / Cco
OwnershipOver 75%
Control personYes
Since2021