# DANER WEALTH MANAGEMENT, LLC

DANER WEALTH MANAGEMENT, LLC of ALPHARETTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 317373
- Type: SEC-registered investment adviser
- SEC file number: 801-122891
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Marc Steven Daner | MANAGING PRINCIPAL / CCO | — |
| DANER MARC STEVEN | MANAGING PRINCIPAL / CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/317373/brochure
- Similar advisers: https://search.stillhousedata.com/firm/317373/similar
- Related entities: https://search.stillhousedata.com/firm/317373/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/317373

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.