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DANER WEALTH MANAGEMENT, LLC

ALPHARETTA, GA · CRD 317373 · IAPD ↗ · danerwealth.com · 404-915-0128

$201.7MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — DANER WEALTH MANAGEMENT, LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
March 2025 — DANER WEALTH MANAGEMENT, LLC changed its website from marcdaner.com to danerwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.