DANER WEALTH MANAGEMENT, LLC
Adviser information for DANER WEALTH MANAGEMENT, LLC last updated from Form ADV on February 2nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 386 | $127.1M |
| Non-Discretionary | 218 | $20.5M |
| Total | 604 | $147.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 133 | $47.0M |
| HNW Individuals | 51 | $99.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $516,645 |
| Charitable organizations | <5 | $74,668 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $378,308 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 127.0M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| ASSET MANAGEMENT SERVICES | DANER WEALTH MANAGEMENT |
Identifiers
| SEC RIA File Number | 801-122891 |
|---|---|
| SEC ERA File Number | 801-122891 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 317373 |
| Legal Entity Identifier | None |
Principal Office
11475 GREAT OAKS WAYSUITE 340
ALPHARETTA
GA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 404-915-0128, Fax: None
Chief Compliance Officer
MARC DANER
MANAGING PRINCIPAL
11475 GREAT OAKS WAY
SUITE 340
ALPHARETTA
GA
United States
Tel:
(404) 915-0128
M***@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DANER, MARC, STEVEN | Individual | – | MANAGING PRINCIPAL / CCO | 11/2021 | > 75% |