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JANSEN WEALTH MANAGEMENT LLC
CRD 317824 · SEC 801-132568
1476 BLAZING STAR BLVD, STE 3, ALTOONA, WI, 54720, United States
Phone
715-481-0499
Fax
715-481-0484
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$132.3M
Discretionary AUM
$132.3M
Team
4 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 187 | $45.8M |
| High net worth individuals | 39 | $73.0M |
| Pension/profit sharing plans | 5 | $12.2M |
| Corporations/business entities | 6 | $1.4M |
States served
WI, TX
All web addresses on file
Official SEC filing: View on IAPD