Overview
Assets Under Management: $183 million
Headquarters: MEQUON, WI
High-Net-Worth Clients: 80
Average Client Assets: $2 million
Frequently Asked Questions
DENALI WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #153323), DENALI WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
DENALI WEALTH MANAGEMENT, INC. is headquartered in MEQUON, WI.
DENALI WEALTH MANAGEMENT, INC. serves 80 high-net-worth clients according to their SEC filing dated February 19, 2025. View client details ↓
According to their SEC Form ADV, DENALI WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
DENALI WEALTH MANAGEMENT, INC. manages $183 million in client assets according to their SEC filing dated February 19, 2025.
According to their SEC Form ADV, DENALI WEALTH MANAGEMENT, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.79
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 376
Discretionary Accounts: 376
Regulatory Filings
CRD Number: 153323
Last Filing Date: 2025-02-19 00:00:00
Website: https://denaliwm.com