Overview
Assets Under Management: $132 million
Headquarters: ALTOONA, WI
High-Net-Worth Clients: 39
Average Client Assets: $1.9 million
Frequently Asked Questions
JANSEN WEALTH MANAGEMENT LLC 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 #317824), JANSEN WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
JANSEN WEALTH MANAGEMENT LLC is headquartered in ALTOONA, WI.
JANSEN WEALTH MANAGEMENT LLC serves 39 high-net-worth clients according to their SEC filing dated March 09, 2026. View client details ↓
According to their SEC Form ADV, JANSEN WEALTH MANAGEMENT LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
JANSEN WEALTH MANAGEMENT LLC manages $132 million in client assets according to their SEC filing dated March 09, 2026.
According to their SEC Form ADV, JANSEN WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.15%
Average Client Assets: $1.9 million
Total Client Accounts: 678
Discretionary Accounts: 678
Regulatory Filings
CRD Number: 317824
Filing ID: 2068638
Last Filing Date: 2026-03-09 19:08:29