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Building 2DANIEL WEALTH ADVISORS

Map pinCORONA DEL MAR, CA
Phone949-290-0747
NotebookSEC #801-78657
Total AUM
$339.5M
Employees
16
Clients
393

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 2 is a narrative brochure and supplemental material detailing firm operations, services, and fees.

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