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Building 2JANSEN WEALTH MANAGEMENT LLC

Map pinALTOONA, WI
Phone715-481-0499
NotebookSEC #801-122897
Total AUM
$65.6M
Employees
2
Clients
175

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1476 BLAZING STAR BLVD
STE 3
ALTOONA
WI 54720
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
715-481-0499

ReceiptFinancials

Total AUM
$65.6M
Accounts
422
Discretionary
$65.6M
Accounts
422
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
157
AUM
$37.3M
HNW Individual Clients
17
AUM
$28.1M
Corporation or Business Clients
1
AUM
$191.8K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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