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Denali Wealth Management Inc
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CRD # | 153323 |
SEC # | 801-71260 |
CIK # | |
AUM | $256.5 MM (2024-07-05) |
Employees | 6 (67% Investors, 0% Brokers) |
Phone | 414-978-0020 |
Address | 1325 W Towne Square Road Mequon, WI 53092-5047 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 174 | 42.7 |
(b) Individuals (high net worth individuals) | 88 | 148.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 7.6 |
(h) Charitable organizations | 0 | 1.4 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 10 | 56.5 |
(n) Other | 0 | 0.0 |
Total | 447 | 256.5 |
By Discretionary | ||
Discretionary | 447 | 256.5 |
Non-Discretionary | 0 | 0.0 |
Total | 447 | 256.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 256.5 | |
Total | 447 | 256.5 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
ORBA Wealth Advisors LLC
✚
|
IL | 0.3 |
Bison Creek Wealth Management LLC
✚
|
VA | 0.3 |
Crestmont Private Wealth LLC
✚
|
TX | 0.3 |
Wealth Advisors Network Inc
✚
|
NE | 0.3 |
Trinity Wealth Advisors LLC
✚
|
MO | 0.3 |
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 |