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Building 2DANER WEALTH MANAGEMENT, LLC

Map pinALPHARETTA, GA
Phone404-915-0128
NotebookSEC #801-122891
Total AUM
$201.7M
Employees
2
Clients
192

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11475 GREAT OAKS WAY
SUITE 340
ALPHARETTA
GA 30022
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
404-915-0128

ReceiptFinancials

Total AUM
$201.7M
Accounts
656
Discretionary
$179.8M
Accounts
474
Non-Discretionary
$21.9M
Accounts
182

ContactClients

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Individual Clients
128
AUM
$58.9M
HNW Individual Clients
62
AUM
$142.3M
Charitable Organization Clients
1
AUM
$87.4K
Corporation or Business Clients
1
AUM
$308.1K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALANCSCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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