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DENALI WEALTH MANAGEMENT, INC.
CRD 153323 · SEC 801-71260
1325 W TOWNE SQUARE ROAD, MEQUON, WI, 53092-5047, United States
Phone
414-978-0020
Fax
262-302-4110
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$226.1M
Discretionary AUM
$226.1M
Team
6 total employees; 4 advisory reps; 20 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 141 | $34.5M |
| High net worth individuals | 95 | $172.6M |
| Corporations/business entities | 7 | $4.0M |
States served
AZ, CO, MA, WI, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD