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DANER WEALTH MANAGEMENT, LLC
CRD 317373File 801-122891
APPROVED
Retail clients
Custody
Filing as of Mar 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$201.7M
Below cohort median (national)
Discretionary AUM
$179.8M
Non-discretionary $21.9M
Clients
190
656 accounts
Employees
2
Below cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Dec 16, 2021
- Principal office
- 11475 GREAT OAKS WAY, SUITE 340, ALPHARETTA, GA, 30022
- Phone
- 404-915-0128
- Website
- https://www.danerwealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $201.7M
- Discretionary AUM
- $179.8M
- Non-discretionary AUM
- $21.9M
- Discretionary accounts
- 474
- Non-discretionary accounts
- 182
- Total accounts
- 656
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $308K |
| Charitable organizations | Fewer than 5 | $87K |
| High net worth individuals | 62 | $142.3M |
| Individuals (other than high net worth individuals) | 128 | $58.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.