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| Keyboard |
| Denali Wealth Management Inc
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|
|---|---|
| CRD # | 153323 |
| SEC # | 801-71260 |
| CIK # | |
| AUM | 226.1 M (2026-03-18) |
| 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) | 141 | 34.5 |
| (b) Individuals (high net worth individuals) | 95 | 172.6 |
| (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 | 13.6 |
| (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 | 7 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 417 | 226.1 |
| By Discretionary | ||
| Discretionary | 417 | 226.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 417 | 226.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 226.1 | |
| Total | 417 | 226.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 20 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Mindoro Capital Partners LLC
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226.4 M | |
|
Connected Wealth Solutions LLC
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OR | 226.4 M |
|
DH Hill Advisors Inc
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BQS Financial Advisors LLC
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Elevation Advisory Partners LLC
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Angelus Investment Consulting Inc
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|
Weis Advisory LLC
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IA | 225.6 M |
|
D'Arcy Capital Management LLC
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|
CA | 225.6 M |
|
Oceanis Financial Advisors Inc
✚
|
FL | 225.6 M |
|
Williams Capital Management Company
✚
|
IL | 225.6 M |