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 registered investment adviser that provides advisory and financial planning services to individual and family clients. The firm is organized as a limited liability company and is owned by an individual principal. Its revenue model combines percentage-of-AUM fees with fixed-fee arrangements, and the firm also operates as an insurance broker. Advisory services emphasized in filings include comprehensive financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Daner is not registered as a multi-state adviser for broad cross-state registration purposes and does not identify as an active ESG investor or a capital allocator to external private fund managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 2KELLIE 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 44Active vs passive
$166M in ETFs
44%
$72.9M
56%
$92.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $23.4M | 543,945 | 14.14% |
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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