DANER WEALTH MANAGEMENT, LLC
CRD #317373 SEC #801-122891 ALPHARETTA, GA 404-915-0128
SEC Registered
Total AUM
$176M
Discretionary
$154.3M
Employees
2
Clients
10
Accounts
622
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $176M | $154.3M | $21.7M | 2 | 0 |
| Feb 2024 | $147.6M | $127.1M | $20.5M | 2 | 0 |
| Feb 2023 | $138.2M | $102.9M | $35.4M | 2 | 2 |
| Oct 2022 | $149.8M | $116.9M | $32.9M | 2 | 0 |
| Sep 2022 | $149.8M | $116.9M | $32.9M | 2 | 0 |
| Mar 2022 | $149.8M | $116.9M | $32.9M | 2 | 0 |
| Jan 2022 | $0 | $0 | $0 | 2 | 0 |
| Nov 2021 | $0 | $0 | $0 | 2 | 0 |
| Nov 2021 | $0 | $0 | $0 | 2 | 0 |
| Nov 2021 | $0 | $0 | $0 | 2 | 0 |
DateFeb 2025
Total AUM$176M
Discretionary$154.3M
Non-Disc.$21.7M
Employees2
Clients0
DateFeb 2024
Total AUM$147.6M
Discretionary$127.1M
Non-Disc.$20.5M
Employees2
Clients0
DateFeb 2023
Total AUM$138.2M
Discretionary$102.9M
Non-Disc.$35.4M
Employees2
Clients2
DateOct 2022
Total AUM$149.8M
Discretionary$116.9M
Non-Disc.$32.9M
Employees2
Clients0
DateSep 2022
Total AUM$149.8M
Discretionary$116.9M
Non-Disc.$32.9M
Employees2
Clients0
DateMar 2022
Total AUM$149.8M
Discretionary$116.9M
Non-Disc.$32.9M
Employees2
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0