DANER WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$201,683,975
Discretionary
$179,805,628
Non-discretionary
$21,878,347
Firm details
- CRD number
- 317373
- SEC file number
- 801-122891
- Main office
- ALPHARETTA, GA, United States
- Employees
- 2
- SEC status
- Approved
- Website
- https://www.danerwealth.com
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.