Data / Investment advisers / Wisconsin / Jansen Wealth Management LLC
Jansen Wealth Management LLC, Altoona, WI: $132 million AUM, SEC registered investment adviser
Jansen Wealth Management LLC is an SEC registered investment adviser with its main office in Altoona, Wisconsin and reports $132 million in regulatory assets under management in its Form ADV filed March 9, 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.
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- Registration
- SEC registered investment adviser
- CRD number
- 317824
- SEC file number
- 801-132568
- SEC status
- Approved, effective April 28, 2025
- Main office
- 1476 Blazing Star Blvd Ste 3, Altoona, WI 54720
- Phone
- (715) 481-0499
- Regulatory AUM
- $132,294,100 in the Form ADV filed March 9, 2026
- Discretionary AUM
- $132,294,100
- Accounts
- 678
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 9, 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 | 39 | $73 million |
| Individuals (other than high net worth individuals) | 187 | $45.8 million |
| Pension and profit sharing plans | 5 | $12.2 million |
| Corporations or other businesses | 6 | $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 | $132.3 million | March 9, 2026 |
| December 1, 2025 | $104.7 million | April 25, 2025 |
Other advisers in Wisconsin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| American Investment Advisors Inc | Madison | $137.9 million | Not listed | adviserinfo.sec.gov |
| Coordinated Capital Securities, Inc. | Fort Atkinson | $136.8 million | Not listed | adviserinfo.sec.gov |
| Central Wealth Management LLC | Madison | $136.8 million | Not listed | adviserinfo.sec.gov |
| Kult Wealth Management Group, LLC | Brookfield | $135.1 million | Not listed | adviserinfo.sec.gov |
| Lasalle Investment Advisors, Inc. | Pewaukee | $133.6 million | Not listed | adviserinfo.sec.gov |
| Intrinsic Investors LLC | Wauwatosa | $129.4 million | Not listed | adviserinfo.sec.gov |
| Capital Wealth Advisors, LTD. | West Bend | $126.1 million | Not listed | adviserinfo.sec.gov |
| Breakthru Advisory Services, LLC | Muskego | $125.7 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
- Jansen Wealth Management LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.