Daner Wealth Management LLC

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Assets, Funds, Holdings

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Daner Wealth Management LLC
CRD #317373
SEC #801-122891
CIK #
AUM $147.6 MM (2024-02-02)
Employees 2 (100% Investors, 0% Brokers)
Phone404-915-0128
Address11475 Great Oaks Way
Alpharetta, GA 30022
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
15012090603002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 133 47.0
(b) Individuals (high net worth individuals) 51 99.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.5
(h) Charitable organizations 0 0.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.4
(n) Other 0 0.0
Total 604 147.6
By Discretionary
Discretionary 386 127.1
Non-Discretionary 218 20.5
Total 604 147.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 147.6
Total 604 147.6
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Martin Fleisher JD PC
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Yardley Wealth Management LLC
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Seed Wealth Management Inc
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Finaport Asset Management AG
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MH & Associates Securities Management Corp
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