Daner Wealth Management, LLC
Firm details
- Headquarters
- Alpharetta, Georgia
- CRD number
- 317373
- Registered since
- December 16, 2021
- Website
- www.danerwealth.com
- Custodians
- FIRST CLEARING CORP
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI70.58%
- Individuals29.22%
- Corporations / Businesses0.15%
- Charitable Organizations0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Daner Wealth Management, LLC is an independent, SEC-registered RIA organized as an LLC and operating under individual ownership. The firm serves individual and family clients with a mix of fee models (percentage of AUM and fixed fees) and offers advisory services that include financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Daner also operates as an insurance broker, indicating a role in placing insurance products alongside investment advice. The firm is not positioned as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities14%
- Cash & Cash Equivalents4%
- Other3%
- Non-Exchange Traded Equities1%
Contacts
2 of 2
Kellie Borror
Registered Client Services AssociateCRD 6807290
Marc Daner
Investment AdvisorCRD 1333477
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$176M in ETFs
44%
$76.9M
56%
$99.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $26.6M | 576,229 | 15.10% |
Location
Alpharetta, GA
Fulton
Location
Alpharetta, GA
Headquartered in Alpharetta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 11475 Great Oaks Way
- Time zone
- ET (UTC-5)
- Office locations
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