This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$202MItem 5.F on the latest filing (2026-03-05); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$180M

Private client RAUM

$201MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$101Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

656

Individual clients

128

High net worth clients

62

Custody, client assets

$12.5M

SEC number

801-122891

CRD

317373

Filings on the tape

11

First filed

Nov 16, 2021

Latest filed

Mar 5, 2026

Organised

Limited Liability Company, GA

Website

danerwealth.com

• Occurred

  Mar 23, 2022
  Team lift-out

  2 advisors left Wells Fargo Advisors (Alpharetta, GA) for Daner Wealth Management, LLC on the same day

  Form ADVobserved 5 days ago
  2 advisors
• Occurred

  Nov 16, 2021
  First Form ADV filing

  Daner Wealth Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c3274647-e342-0cde-25b5-e0030ef7e8af

First observed

Nov 16, 2021

Last observed

Mar 5, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.