Daner Wealth Management, LLC

Business address
11475 Great Oaks Way, Suite 340, Alpharetta, GA, 30022
Top securities (13F)
DFAC, OMFL, VV, DFCF, VO, DFAS, IEFA, IVV, GSY, GTO, DFAE, IWR, DFAI, DFIC, VTI, DUHP, DFSV, XLK, AAPL, and JPST
State of incorporation
GA
Fiscal year end
31 December
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Daner Wealth Management, LLC has filed 4 SEC EDGAR filings since 04 Feb 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 21 Oct 2025 30 Sep 2025 028-24746
N-PX Open Document Open Filing 27 Aug 2025 30 Jun 2025 028-24746
13F-HR Open Document Open Filing 13 Aug 2025 30 Jun 2025 028-24746
13F-HR Open Document Open Filing 04 Feb 2025 31 Dec 2024 028-24746