DENARIUS WEALTH MANAGEMENT

Overview

Denarius Wealth Management is a small, independent RIA focused on serving individual and family clients with personalized financial planning and portfolio management. The firm blends fee-based asset management with hourly and fixed-fee planning engagements, and it runs basic educational seminars and pension-consulting work for small businesses. Investment activity centers on liquid equity exposure, supplemented by traditional fixed-income instruments and select use of alternative vehicles. Denarius does not position itself as an ESG-focused manager. Portfolio construction appears to emphasize straightforward equity allocations—using exchange-traded instruments as the primary sleeve—while keeping capacity to place clients into third‑party alternative managers or private deals where appropriate for qualified investors. Given the firm’s small scale, allocations to illiquid or complex alternatives are likely selective and client-specific rather than a firm-wide, high-octane alternatives play.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices