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DANER WEALTH MANAGEMENT, LLC
CRD 317373 · SEC 801-122891
11475 GREAT OAKS WAY, SUITE 340, ALPHARETTA, GA, 30022, United States
Phone
404-915-0128
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$201.7M
Discretionary AUM
$179.8M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 128 | $58.9M |
| High net worth individuals | 62 | $142.3M |
States served
GA, LA, NC, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD