1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2JANSEN WEALTH MANAGEMENT LLC

Map pinALTOONA, WI
Phone715-481-0499
NotebookSEC #801-132568
Total AUM
$132.3M
Employees
4
Clients
237

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
$132.3M
Accounts
678
Discretionary
$132.3M
Accounts
678
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
187
AUM
$45.8M
HNW Individual Clients
39
AUM
$73M
Pension/Profit Sharing Plan Clients
5
AUM
$12.2M
Corporation or Business Clients
6
AUM
$1.4M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
WI

HandshakeAffiliates

View all affiliates →

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

Feature requires an account