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Home > Retirement Planners > georgia > alpharetta > DANER WEALTH MANAGEMENT, LLC
DANER WEALTH MANAGEMENT, LLC
11475 Great Oaks Way
Suite 340
Alpharetta, Georgia 30022
Tel: 404-915-0128
About DANER WEALTH MANAGEMENT, LLC
DANER WEALTH MANAGEMENT, LLC, formally registered with the SEC as DANER WEALTH MANAGEMENT, LLC. The firm was established in 12/16/2021. They have over 1 offices throughout the country.
DANER WEALTH MANAGEMENT, LLC is a Alpharetta, Georgia based Financial Planning firm with nearly $176,044,000 assets under management, offering retirement planning & investment advisory services to 622 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 317373 |
| SEC# | 801-122891 |
| Assets Managed by Firm | $176,044,000 |
| No. of Clients | 622 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 622 | $176,044,000 |
| Individuals (other than high net worth individuals) | 122 | $55,500,000 |
| High net worth individuals | 59 | $119,900,000 |
| Charitable organizations | Fewer than 5 clients | $74,000 |
| Corporations or other businesses | Fewer than 5 clients | $570,000 |
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