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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Daner Wealth Management have?","answer":"Daner Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Daner Wealth Management invest in?","answer":"At the end of its last fiscal year, Daner Wealth Management’s separately managed accounts held 76% registered funds (mutual funds, ETFs, BDCs), 14% exchange-traded equities, 4% cash and equivalents, 3% other, 1% non-exchange-traded equities, 1% U.S. government and agency bonds and 1% pooled vehicles (private funds and similar). 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