Daner Wealth Management, LLC
● SEC registered since 2021CRD 317373SEC# 801-122891Alpharetta, GA
Reg. AUM
$201.7M
Employees
2
Accounts
656
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 $201.7 million in regulatory assets under management and employs 2 people.
Daner Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Marc Steven Daner Control | Managing Principal / Cco | Over 75% | 2021 |
Frequently asked questions
How much does Daner Wealth Management, LLC manage?
Daner Wealth Management, LLC reports $201.7 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
| Address | 11475 Great Oaks Way, Suite 340, Alpharetta, GA 30022 |
| Phone | 404-915-0128 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$201.7M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$201.7Mregulatory AUM
Discretionary $179.8MNon-discretionary $21.9M