Denali Wealth Management, Inc.
● SEC registered since 2010CRD 153323SEC# 801-71260Mequon, WI
Reg. AUM
$226.1M
Employees
6
Accounts
417
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 $226.1 million in regulatory assets under management and employs 6 people.
Denali Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carl Allen Valimont Control | President, Chief Compliance Officer | Over 75% | 2010 |
Frequently asked questions
How much does Denali Wealth Management, Inc. manage?
Denali Wealth Management, Inc. reports $226.1 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
| Address | 1325 W Towne Square Road, Mequon, WI 53092-5047 |
| Phone | 414-978-0020 |
| Fax | 262-302-4110 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$226.1M▲ 24%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$226.1Mregulatory AUM
Discretionary $226.1M