Jansen Wealth Management LLC
● SEC registered since 2025CRD 317824SEC# 801-132568Altoona, WI
Reg. AUM
$132.3M
Employees
4
Accounts
678
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 $132.3 million in regulatory assets under management and employs 4 people.
Jansen Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jacob Saul Jansen Control | Managing Member | Over 75% | 2020 |
| Jill Marilyn Wegner Control | Chief Compliance Officer | Under 5% | 2021 |
Frequently asked questions
How much does Jansen Wealth Management LLC manage?
Jansen Wealth Management LLC reports $132.3 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
| Address | 1476 Blazing Star Blvd, Ste 3, Altoona, WI 54720 |
| Phone | 715-481-0499 |
| Fax | 715-481-0484 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$132.3M▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$132.3Mregulatory AUM
Discretionary $132.3M