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Building 2DENALI WEALTH MANAGEMENT, INC.

Map pinMEQUON, WI
Phone414-978-0020
NotebookSEC #801-71260
Total AUM
$226.1M
Employees
6
Clients
245

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1325 W TOWNE SQUARE ROAD
MEQUON
WI 53092-5047
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
414-978-0020

ReceiptFinancials

Total AUM
$226.1M
Accounts
417
Discretionary
$226.1M
Accounts
417
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
141
AUM
$34.5M
HNW Individual Clients
95
AUM
$172.6M
Pension/Profit Sharing Plan Clients
1
AUM
$13.6M
Charitable Organization Clients
1
AUM
$1.4M
Corporation or Business Clients
7
AUM
$4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMATXWI

HandshakeAffiliates

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

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