# Daner Wealth Management, LLC

> 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.

- CRD: 317373
- Filed as: DANER WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Alpharetta, GA
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317373
- AdvisorCensus page: https://advisorcensus.com/firm/daner-wealth-management-llc-alpharetta-ga-317373

## Quick answers

**How is Daner Wealth Management, LLC compensated?**
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).

**How much does Daner Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 5, 2026 states: Flat fee: $1,500 to $15,000 (Financial Planning projects). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Daner Wealth Management, LLC located?**
Daner Wealth Management, LLC's principal office is in Alpharetta, GA, according to its Form ADV.

**Is Daner Wealth Management, LLC registered with the SEC or a state?**
Daner Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 317373.

**How much does Daner Wealth Management, LLC manage?**
Daner Wealth Management, LLC reports $201,683,975 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (89% discretionary).

**How have Daner Wealth Management, LLC's assets and staff changed since 2022?**
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.

**What types of clients does Daner Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (128); high net worth individuals (62).

**Which custodians does Daner Wealth Management, LLC use?**
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.

**Does Daner Wealth Management, LLC report any disciplinary disclosures?**
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

**Does Daner Wealth Management, LLC state an account minimum?**
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."

**What changed in Daner Wealth Management, LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 5, 2026)

- Account minimum: $250,000

> There is a $250,000 minimum account size to open and maintain an advisory account.

- Flat fee: $1,500 to $15,000 (Financial Planning projects)

> Financial planning services are charged in advance through a fixed fee arrangement as agreed upon between the client and Daner Wealth Management LLC. ... Fixed fees range from $1,500 to $15,000 per project.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- First Clearing Corp

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.

### Regulatory assets under management (Item 5.F)
- Total: $201,683,975
- Discretionary: $179,805,628
- Non-discretionary: $21,878,347

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 128 | $58,938,682 |
| High net worth individuals | 62 | $142,349,833 |
| Charitable organizations | Fewer than 5 | $87,401 |
| Corporations or other businesses not listed above | Fewer than 5 | $308,059 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, GA, LA, NC, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- danerwealth.com
- LinkedIn @80550403
- LinkedIn @kellie-m-borror
- LinkedIn @marcdaner

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $149,766,128 | 2 | September 9, 2022 |
| October 2023 | $138,229,504 | 2 | February 21, 2023 |
| October 2024 | $147,573,412 | 2 | February 2, 2024 |
| October 2025 | $176,044,000 | 2 | February 7, 2025 |
| October 2026 | $201,683,975 | 2 | March 5, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $176,044,000 to $201,683,975 (+15%).
- Registered or notice-filed in SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Daner Wealth Management, LLC (CRD 317373): Form ADV filing data as of October 2026.