Daner Wealth Management, LLC
Daner Wealth Management, LLC is an SEC-registered wealth manager in Alpharetta, GA with $201.7M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Daner Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317373, SEC 801-122891, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $201.7M (2026-03-05)
- Firm type
- Wealth Manager
- Location
- Alpharetta, GA
- Employees
- 2
- Clients
- 190
- CRD
- 317373
- Ownership
- DANER, MARC, STEVEN
How much AUM does Daner Wealth Management, LLC have?
Daner Wealth Management, LLC reported $201.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Daner Wealth Management, LLC?
Disclosed owners and executives of Daner Wealth Management, LLC include DANER, MARC, STEVEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.