JANSEN WEALTH MANAGEMENT LLC

Overview

Jansen Wealth Management LLC is an individual-owned RIA that runs a fee-for-AUM advisory model focused on portfolio management for individuals and small businesses and the selection of third-party advisers. The firm acts as a capital allocator, directing client assets across liquid public markets and externally managed strategies rather than operating as a product manufacturer. Its registration year with the SEC is listed as 2025 and it does not identify as an active ESG investor. The firm appears equity-oriented, with a clear tilt toward exchange-traded equities as the primary vehicle for delivering market exposure. At the same time, Jansen Wealth Management makes use of third-party managers — particularly hedge funds — when pursuing alternative return streams or diversification through outsourced manager selection. The advisory approach combines discretionary management across separately managed accounts with curated allocations to mutual funds and external alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices