Denali Wealth Management Inc

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Assets, Funds, Holdings

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Denali Wealth Management Inc
CRD #153323
SEC #801-71260
CIK #
AUM $256.5 MM (2024-07-05)
Employees 6 (67% Investors, 0% Brokers)
Phone414-978-0020
Address1325 W Towne Square Road
Mequon, WI 53092-5047
Source [IAPD] [Website]
Total AUM ($MM)
3502802101407002010201520202025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 174 42.7
(b) Individuals (high net worth individuals) 88 148.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 7.6
(h) Charitable organizations 0 1.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 10 56.5
(n) Other 0 0.0
Total 447 256.5
By Discretionary
Discretionary 447 256.5
Non-Discretionary 0 0.0
Total 447 256.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 256.5
Total 447 256.5
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IL 0.3
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VA 0.3
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TX 0.3
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NE 0.3
Trinity Wealth Advisors LLC
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Global Investment Adviser LC
FL 0.3
Silver Grove Financial Group Inc
NY 0.3
M Group Investment Advisor LLC
FL 0.3
Beacon Financial Strategies Corp
NC 0.3
Choice Wealth Advisors LLC
ME 0.3
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