Data / Investment advisers / Wisconsin / Denali Wealth Management, Inc.
Denali Wealth Management, Inc., Mequon, WI: $226 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Denali Wealth Management, Inc. is an SEC registered investment adviser with its main office in Mequon, Wisconsin and reports $226 million in regulatory assets under management in its Form ADV filed March 18, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 153323
- SEC file number
- 801-71260
- SEC status
- Approved, effective March 29, 2010
- Main office
- 1325 W Towne Square Road, Mequon, WI 53092
- Phone
- (414) 978-0020
- Website
- denaliwm.com
- Regulatory AUM
- $226,122,000 in the Form ADV filed March 18, 2026
- Discretionary AUM
- $226,122,000
- Accounts
- 417
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 95 | $172.6 million |
| Individuals (other than high net worth individuals) | 141 | $34.5 million |
| Pension and profit sharing plans | Fewer than 5 | $13.6 million |
| Corporations or other businesses | 7 | $4 million |
| Charitable organizations | Fewer than 5 | $1.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $226.1 million | March 18, 2026 |
| December 1, 2025 | $183 million | February 19, 2025 |
Other advisers in Wisconsin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Beadell a D Investment Counsel Inc | Mequon | $250 million | Not listed | adviserinfo.sec.gov |
| The Kieckhefer Group | Mequon | $240.8 million | Not listed | adviserinfo.sec.gov |
| Schamberger, Greylak & Utterback Wealth Management, LLC | LA Crosse | $236.4 million | Not listed | adviserinfo.sec.gov |
| Review Services Inc | Brookfield | $227.4 million | Not listed | adviserinfo.sec.gov |
| Retirement Wealth Solutions LLC | Marshfield | $227 million | Not listed | adviserinfo.sec.gov |
| Global Value Investment Corporation | Milwaukee | $225.6 million | 1 | adviserinfo.sec.gov |
| Cornerstone Financial Group | Appleton | $220.2 million | Not listed | adviserinfo.sec.gov |
| Financial Service Group Inc | Mount Pleasant | $215 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Wisconsin
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Denali Wealth Management, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.