Overview
Assets Under Management: $176 million
Headquarters: ALPHARETTA, GA
High-Net-Worth Clients: 59
Average Client Assets: $2 million
Frequently Asked Questions
DANER WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #317373), DANER WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
DANER WEALTH MANAGEMENT, LLC is headquartered in ALPHARETTA, GA.
DANER WEALTH MANAGEMENT, LLC serves 59 high-net-worth clients according to their SEC filing dated February 07, 2025. View client details ↓
According to their SEC Form ADV, DANER WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
DANER WEALTH MANAGEMENT, LLC manages $176 million in client assets according to their SEC filing dated February 07, 2025.
According to their SEC Form ADV, DANER WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.11
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 622
Discretionary Accounts: 420
Non-Discretionary Accounts: 202
Regulatory Filings
CRD Number: 317373
Last Filing Date: 2025-02-07 00:00:00
Website: https://danerwealth.com