Daner Wealth Management, LLC

$201.7MAssets under management
as of Mar 2026 · SEC Form ADV
Alpharetta, GA
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Tech stack

No one at Daner Wealth Management, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Daner Wealth Management, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
First Clearing Corp
Per Form ADV · $148M held · filed Feb 2024