{
  "crd_number": 317373,
  "slug": "daner-wealth-management-llc-alpharetta-ga-317373",
  "primary_business_name": "DANER WEALTH MANAGEMENT, LLC",
  "legal_name": "DANER WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Alpharetta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-12-16",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-05",
  "carried_forward": false,
  "raum_total": 201683975.0,
  "raum_discretionary": 179805628.0,
  "raum_non_discretionary": 21878347.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 87401.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 58938682.0,
      "count": 128
    },
    "high_net_worth_individuals": {
      "raum": 142349833.0,
      "count": 62
    },
    "corporations_other_businesses": {
      "raum": 308059.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "GA",
    "LA",
    "NC",
    "SC",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://danerwealth.com",
    "https://linkedin.com/company/80550403/admin/dashboard",
    "https://linkedin.com/in/kellie-m-borror",
    "https://linkedin.com/in/marcdaner"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/317373",
  "city_as_filed": "ALPHARETTA",
  "url": "https://advisorcensus.com/firm/daner-wealth-management-llc-alpharetta-ga-317373",
  "display_name": "Daner Wealth Management, LLC",
  "summary": "Daner Wealth Management, LLC is an SEC-registered investment advisory firm in Alpharetta, GA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.",
  "citation": "AdvisorCensus. Daner Wealth Management, LLC (CRD 317373): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Daner Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Daner Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Daner Wealth Management, LLC located?",
      "a": "Daner Wealth Management, LLC's principal office is in Alpharetta, GA, according to its Form ADV."
    },
    {
      "q": "Is Daner Wealth Management, LLC registered with the SEC or a state?",
      "a": "Daner Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 317373."
    },
    {
      "q": "How much does Daner Wealth Management, LLC manage?",
      "a": "Daner Wealth Management, LLC reports $201,683,975 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (89% discretionary)."
    },
    {
      "q": "How have Daner Wealth Management, LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Daner Wealth Management, LLC: Regulatory assets under management: $149,766,128 in the October 2022 data and $201,683,975 in the October 2026 data, up 35%. Total employees: 2 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Daner Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (128); high net worth individuals (62)."
    },
    {
      "q": "Which custodians does Daner Wealth Management, LLC use?",
      "a": "Daner Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists First Clearing Corp as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Daner Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/317373"
    },
    {
      "q": "Does Daner Wealth Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 5, 2026 says: \"There is a $250,000 minimum account size to open and maintain an advisory account.\""
    },
    {
      "q": "What changed in Daner Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $176,044,000 to $201,683,975 (+15%). Registered or notice-filed in SC."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 149766128.0,
      "total_employees": 2,
      "filing_date": "2022-09-09"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 138229504.0,
      "total_employees": 2,
      "filing_date": "2023-02-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 147573412.0,
      "total_employees": 2,
      "filing_date": "2024-02-02"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 176044000.0,
      "total_employees": 2,
      "filing_date": "2025-02-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 201683975.0,
      "total_employees": 2,
      "filing_date": "2026-03-05"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $176,044,000 to $201,683,975 (+15%).",
        "Registered or notice-filed in SC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 5, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000"
        ],
        "quotes": [
          "There is a $250,000 minimum account size to open and maintain an advisory account."
        ]
      }
    ],
    "quotes": [
      "There is a $250,000 minimum account size to open and maintain an advisory account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "First Clearing Corp",
      "name_as_filed": "FIRST CLEARING CORP",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/daner-wealth-management-llc-alpharetta-ga-317373.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 128,
      "fewer_than_5": false,
      "raum": 58938682.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 62,
      "fewer_than_5": false,
      "raum": 142349833.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 87401.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 308059.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/317373",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}