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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 7, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DANER, MARC, STEVEN | I | MANAGING PRINCIPAL / CCO | E | Control |
| DANER, MARC, STEVEN | I | MANAGING PRINCIPAL / CCO | E | Control |
| DANER, MARC, STEVEN | I | MANAGING PRINCIPAL / CCO | E | Control |
| DANER, MARC, STEVEN | I | MANAGING PRINCIPAL / CCO | E | Control |
| DANER, MARC, STEVEN | I | MANAGING PRINCIPAL / CCO | E | Control |
| DANER, MARC, STEVEN | I | MANAGING PRINCIPAL / CCO | E | Control |
| DANER, MARC, STEVEN | I | MANAGING PRINCIPAL / CCO | E | Control |
| DANER, MARC, STEVEN | I | MANAGING PRINCIPAL / CCO | E | Control |
| DANER, MARC, STEVEN | I | MANAGING PRINCIPAL / CCO | E | Control |
| DANER, MARC, STEVEN | I | MANAGING PRINCIPAL / CCO | E | Control |
Registrations
Federal
IA
Feb 7, 2025 REGISTERED
Notice Filings (7)
FL GA LA NC TN TX VA
Address
11475 GREAT OAKS WAYSUITE 340
ALPHARETTA, GA 30022
United States
Phone: 404-915-0128