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Jansen Wealth Management LLC

● SEC registered since 2025CRD 317824SEC# 801-132568Altoona, WI
Export (members)
Reg. AUM
$104.7M
Employees
4
Accounts
633
Location
Altoona, WI

Jansen Wealth Management LLC assets under management

Jansen Wealth Management LLC is an SEC-registered investment adviser based in Altoona, WI. The firm has been registered since 2025. It reports $104.7 million in regulatory assets under management and employs 4 people.

Jansen Wealth Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Jacob Saul Jansen ControlManaging MemberOver 75%2020
Jill Marilyn Wegner ControlChief Compliance OfficerUnder 5%2021

Frequently asked questions

How much does Jansen Wealth Management LLC manage?

Jansen Wealth Management LLC reports $104.7 million in regulatory assets under management on its Form ADV.

How many employees does Jansen Wealth Management LLC have?

Jansen Wealth Management LLC reports 4 employees.

Where is Jansen Wealth Management LLC located?

Jansen Wealth Management LLC is based in Altoona, WI and has been SEC-registered since 2025.

Does Jansen Wealth Management LLC disclose fund performance?

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

Contact & registration

Address1476 Blazing Star Blvd, Ste 3, Altoona, WI 54720
Phone715-481-0499
Fax715-481-0484
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$104.7M
Non-discretionary$0
Total (RAUM)$104.7M