Also known as daner wealth
Daner Wealth Management is an independent, fee-only registered investment advisory firm based in Alpharetta, Georgia, founded in 2021, with approximately $150 million in assets under management. Its advisor, Marc Daner, holds the CFP and ChFC designations and reports more than 30 years of experience serving families in the North Atlanta area. The firm provides retirement planning, wealth management, financial planning and investment planning as a fiduciary. It focuses on high-income earners, including topics such as equity compensation, tax reduction strategies and retirement planning, and also has a page for women clients.
Public regulatory records matched to Daner Wealth Management from SEC and IRS filings.
Public filings matched to Daner Wealth Management across SEC, IRS, DOL and international registers — newest first.
Cross-referenced from the LPbacked Signal Feed.
Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.
Daner Wealth Management is a wealth manager based in Alpharetta, United States, managing approximately $150M in assets.
Daner Wealth Management is headquartered in Alpharetta, United States.
Daner Wealth Management manages approximately $150M in assets under management.
Daner Wealth Management was founded in 2021.
Verified contact details, key decision-makers, and investment preferences for Daner Wealth Management are available on LPbacked. Create a free account to access them.