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Home > Retirement Planners > wisconsin > mequon > DENALI WEALTH MANAGEMENT, INC.
DENALI WEALTH MANAGEMENT, INC.
1325 W Towne Square Road
Mequon, Wisconsin 53092-5047
Tel: 414-978-0020
About DENALI WEALTH MANAGEMENT, INC.
DENALI WEALTH MANAGEMENT, INC, formally registered with the SEC as DENALI WEALTH MANAGEMENT, INC. The firm was established in 03/29/2010. They have over 1 offices throughout the country.
DENALI WEALTH MANAGEMENT, INC. is a Mequon, Wisconsin based Financial Planning firm with nearly $182,964,000 assets under management, offering retirement planning & investment advisory services to 376 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 153323 |
| SEC# | 801-71260 |
| Assets Managed by Firm | $182,964,000 |
| No. of Clients | 376 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 376 | $182,964,000 |
| Individuals (other than high net worth individuals) | 131 | $30,719,000 |
| High net worth individuals | 80 | $138,673,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $8,490,000 |
| Charitable organizations | Fewer than 5 clients | $1,359,000 |
| Corporations or other businesses | 7 | $3,723,000 |
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