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| Happy Holidays!! thanks for using AUM13F!! |
| Denali Wealth Management Inc
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|---|---|
| CRD # | 153323 |
| SEC # | 801-71260 |
| CIK # | |
| AUM | $183.0 M (2025-02-19) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 414-978-0020 |
| Address | 1325 W Towne Square Road Mequon, WI 53092-5047 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 131 | 30.7 |
| (b) Individuals (high net worth individuals) | 80 | 138.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 8.5 |
| (h) Charitable organizations | 0 | 1.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 3.7 |
| (n) Other | 0 | 0.0 |
| Total | 376 | 183.0 |
| By Discretionary | ||
| Discretionary | 376 | 183.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 376 | 183.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 183.0 | |
| Total | 376 | 183.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Clearview Wealth Advisors LLC
✚
|
OR | 0.2 |
|
IA Network LLC
✚
|
NC | 0.2 |
|
ORCA Investment Management LLC
✚
|
OR | 0.2 |
|
Sechrest Financial Services LLC
✚
|
MA | 0.2 |
|
Axecap Investments LLC
✚
|
OH | 0.2 |
|
Wealthtrust Asset Management LLC
✚
|
FL | 0.2 |
|
KCD Financial Inc
✚
|
WI | 0.2 |
|
Meridian Capital Management Group Inc
✚
|
OH | 0.2 |
|
Terraform Wealth LLC
✚
|
TX | 0.2 |
|
Capital Consulting & Asset Management Inc
✚
|
NE | 0.2 |