# Daner Wealth Management

Daner Wealth Management is a Bank / Wealth / Trust based in Alpharetta, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Alpharetta, United States
- **Region:** North America
- **Address:** Alpharetta, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** danerwealth.com
- **LinkedIn:** https://www.linkedin.com/company/danerwealth

## Regulatory record

- **CRD number:** 317373
- **SEC file number:** 801-122891
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-05T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317373

## About

Daner Wealth Management began operations in December 2021. It functions as a US-based wealth manager serving individuals and high-net-worth individuals. The firm supplies investment advisory services that include financial planning, retirement planning, and portfolio management. No specific asset-class allocations, named holdings, or geographic deployment details appear in available records. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months have been recorded. The firm operates as a standard RIA without disclosed hybrid structures, co-investor clubs, or succession arrangements that differentiate it from peer advisory practices.

## Questions

### Who runs investment decisions at Daner Wealth Management?

No named principals or CIO appear in public records.

### Does Daner Wealth Management participate in fund commitments or only direct deals?

Available information describes only advisory services to individuals; no fund commitments or direct deals are documented.

### What investment stages does Daner Wealth Management typically target?

No stage focus is stated in the firm's description.

## Related profiles

- [Danen Capital](https://altss.com/profile/danen-capital)
- [Danfoss](https://altss.com/profile/danfoss)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/daner-wealth-management

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