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DANIEL WEALTH ADVISORS
949-706-1874
SEC #801-70220Total AUM
$41.7M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
6:30AM-4:00PM
Monday - Friday
Monday - Friday
Phone
949-706-1874
Financials
Total AUM
$41.7M
Accounts
183Discretionary
$22.7M
Accounts
158Non-Discretionary
$19M
Accounts
25
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.