SEC Form ADV

DANER WEALTH MANAGEMENT, LLC

Firm profile: Daner Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserGA

$201.7M

Assets Under Management

656

Total Clients

Employees

Get LP Contact Details

Registration Details

Accession: CRD-317373
Location: ALPHARETTA, GA
Filing Date: March 5, 2026
AUM: $201.7M
Total Clients: 656
Employees: 2
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCharitable OrganizationsCorporations

About this Adviser

DANER WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in ALPHARETTA, GA, managing approximately $201.7M in assets across 656 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

← All Form ADV Filings