DANER WEALTH MANAGEMENT, LLC

DANER WEALTH MANAGEMENT, LLC of ALPHARETTA, GA is an SEC-registered investment adviser (CRD 317373). Regulatory assets under management: $201.7M.

Registration

• CRD: 317373
• SEC file number: 801-122891
• Type: Registered investment adviser
• Location: 11475 GREAT OAKS WAY, SUITE 340, ALPHARETTA, GA, 30022
• Phone: 404-915-0128
• Latest filing: 2026-03-05
• Regulatory AUM: $201.7M
• Discretionary AUM: $179.8M
• Non-discretionary AUM: $21.9M
• Clients: 2
• Accounts: 656

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317373 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search