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Denali Wealth Management, Inc.

● SEC registered since 2010CRD 153323SEC# 801-71260Mequon, WI
Export (members)
Reg. AUM
$183M
Employees
6
Accounts
376
Location
Mequon, WI

Denali Wealth Management, Inc. assets under management

Denali Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Mequon, WI. The firm has been registered since 2010. It reports $183 million in regulatory assets under management and employs 6 people.
www.denaliwm.comView on SEC.gov ↗

Denali Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Carl Allen Valimont ControlPresident, Chief Compliance OfficerOver 75%2010

Frequently asked questions

How much does Denali Wealth Management, Inc. manage?

Denali Wealth Management, Inc. reports $183 million in regulatory assets under management on its Form ADV.

How many employees does Denali Wealth Management, Inc. have?

Denali Wealth Management, Inc. reports 6 employees.

Where is Denali Wealth Management, Inc. located?

Denali Wealth Management, Inc. is based in Mequon, WI and has been SEC-registered since 2010.

Does Denali Wealth Management, Inc. disclose fund performance?

Denali Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1325 W Towne Square Road, Mequon, WI 53092-5047
Phone414-978-0020
Fax262-302-4110
Office hours8a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$183M
Non-discretionary$0
Total (RAUM)$183M