DENALI WEALTH MANAGEMENT, INC.
Firm details
- Headquarters
- MEQUON, Wisconsin
- CRD number
- 153323
- Registered since
- March 29, 2010
- Website
- denaliwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76.32%
- Individuals15.27%
- Pension & Profit Sharing Plans6%
- Corporations / Businesses1.79%
- Charitable Organizations0.62%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Denali Wealth Management, Inc. is an independent registered investment adviser formed as a corporation and SEC-registered in 2010. The firm is individually owned and serves both individual/family and institutional clients. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. Compensation is by a percentage of assets under management and by fixed fees. The firm does not position itself as a capital allocator and is not identified as an active ESG investor. Denali was named to investor.com’s "Top RIA Firms to Watch" list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Cash & Cash Equivalents15%
- Exchange Traded Equities2%
Contacts
3 of 4Mark Wierichs
Investment Adviser RepresentativeCRD 7067826
JEFFREY ROCHON
Retirement Plan SpecialistCRD 5912987
Lane Valimont
Investment AdvisorCRD 7691308
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MEQUON, WI
OZAUKEE
Location
MEQUON, WI
Headquartered in MEQUON, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- OZAUKEE
- Address
- 1325 W Towne Square Rd
- Time zone
- CT (UTC-6)
- Office locations
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