Denali Wealth Management, Inc.
Denali Wealth Management, Inc. is an SEC-registered mass-market adviser in Mequon, WI with $226.1M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Denali Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 153323, SEC 801-71260, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $226.1M (2026-03-18)
- Firm type
- Mass-Market Adviser
- Location
- Mequon, WI
- Employees
- 6
- Clients
- 243
- CRD
- 153323
- Ownership
- RINGSRED, DANIEL, JOHN; VALIMONT, CARL, ALLEN; MAWICKE, JEFFREY, JAMES
How much AUM does Denali Wealth Management, Inc. have?
Denali Wealth Management, Inc. reported $226.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Denali Wealth Management, Inc.?
Disclosed owners and executives of Denali Wealth Management, Inc. include RINGSRED, DANIEL, JOHN, VALIMONT, CARL, ALLEN, MAWICKE, JEFFREY, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.