SourcingSourcing

DANER WEALTH MANAGEMENT, LLC

B53
CRD 317373·SEC 801-122891·ALPHARETTA, GA
AUM
$201.7M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$605K
@ 30% margin
Est. Deal Value
$4.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DANER WEALTH MANAGEMENT, LLC
CRD
317373
SEC file #
801-122891
EIN
871977829
DBA names
—

Economics

AUM
$201.7M
AUM band
$100M-$500M
AUM trajectory
'23'26
$149.8M → $201.7M▲ +35%
Client mix
Individuals Other128
Individuals High Net Worth62

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
1 advisors → 2 advisors▲ +100%
Primary office
ALPHARETTA GA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsEducational Seminars Workshops
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/05/2026
ADV-W filed at
—
Website
danerwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DANER, MARC, STEVEN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
DANER, MARC, STEVEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
DANERWEALTH.COM
Rdap Domain Creation Date
2021-10-28T13:04:45Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001956649
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2025-02-04
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
5
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001956649-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4402
Soi Zip Pct 200k Plus
0.2287
Soi Zip Returns 200k Plus
7,020
Soi Zip Total AGI
5,137,726
Fdic Zip Total Deposits
50,022,690,000
Fdic Zip Branch Count
512
Fdic Zip Top Banks
NetBank
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Wells Fargo2
Edgar Addresses
Mailing
11475 GREAT OAKS WAYSUITE 340ALPHARETTA, GA 30022
Business
11475 GREAT OAKS WAYSUITE 340ALPHARETTA, GA 30022
Edgar EIN
871977829
Edgar Recent Filings
13F-HR2026-05-13 · 0001956649-26-000002
13F-HR2026-02-11 · 0001956649-26-000001
Fdic Zip Branches Raw
First Union National Bank of GeorgiaCollege Park, GA
First Union National Bank of GeorgiaCollege Park, GA
Fdic Zip HHI
1234.13
Fdic Zip Top Bank Share Pct
22.34
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-28T13:04:45Z
Rdap Domain Last Changed
2025-08-29T07:47:10Z
Rdap Nameservers
Ns27.worldnic.comNs28.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI74,898
Returns6,750
Stub 2
AGI163,053
Returns4,400
Stub 3
AGI212,784
Returns3,450
Soi Zip Total Business Income
127,441
Soi Zip Total Cap Gains
393,340
Soi Zip Total Dividends
145,559
Soi Zip Total Returns
30,690
Top Owner CRD
1333477
Trust Company Affiliate
No

People (2)

2
DANER, MARC, STEVEN
IAR · Direct Owner · 87.5%
1333477
KELLIE MARIE BORROR
IAR
6807290