Jansen Wealth Management LLC
Jansen Wealth Management LLC is an SEC-registered mass-market adviser in Altoona, WI with $132.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Jansen Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317824, SEC 801-132568, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $132.3M (2026-03-09)
- Firm type
- Mass-Market Adviser
- Location
- Altoona, WI
- Employees
- 4
- Clients
- 237
- CRD
- 317824
- Ownership
- Wegner, Jill, Marilyn; JANSEN, JACOB, SAUL
How much AUM does Jansen Wealth Management LLC have?
Jansen Wealth Management LLC reported $132.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Jansen Wealth Management LLC?
Disclosed owners and executives of Jansen Wealth Management LLC include Wegner, Jill, Marilyn, JANSEN, JACOB, SAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.