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DENARIUS WEALTH MANAGEMENT
DENARIUS WEALTH MANAGEMENT LLC
CRD 168989
3701 E EVERGREEN DR STE 225, APPLETON, WI, 54913, United States
Phone
(920)941-0225
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$3.8M
Discretionary AUM
$3.8M
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $1.3M |
| High net worth individuals | 10 | $2.5M |
All web addresses on file
Official SEC filing: View on IAPD