AdvisorCensus / Financial advisors / Wisconsin / Milwaukee / Denali Wealth Management, Inc.
Denali Wealth Management, Inc. is an SEC-registered investment advisory firm in Mequon, WI, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.
Quick answers
From the filingHow is Denali Wealth Management, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Denali Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does Denali Wealth Management, Inc. charge?
Its Form ADV Part 2A brochure dated March 18, 2026 states: Hourly rate: $150 to $500 an hour (Counseling and Financial Planning services); Hourly rate: $100 to $200 an hour (Consulting Services); Subscription: $100 a month (retirement planning advice). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Denali Wealth Management, Inc. located?
Denali Wealth Management, Inc.'s principal office is in Mequon, WI, according to its Form ADV.
Is Denali Wealth Management, Inc. registered with the SEC or a state?
Denali Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 153323.
How much does Denali Wealth Management, Inc. manage?
Denali Wealth Management, Inc. reports $226,122,000 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).
How have Denali Wealth Management, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Denali Wealth Management, Inc.: Regulatory assets under management: $93,427,000 in the October 2021 data and $226,122,000 in the October 2026 data, up 142%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Denali Wealth Management, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (141); high net worth individuals (95); corporations or other businesses not listed above (7).
Which custodians does Denali Wealth Management, Inc. use?
Denali Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Denali Wealth Management, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/153323
What changed in Denali Wealth Management, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $182,964,000 to $226,122,000 (+24%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AHourly rate: $150 to $500 an hour (Counseling and Financial Planning services)
The brochure's wording
Fees may be charged for Counseling and Financial Planning services on a fixed-fee per project basis, or on an hourly fee basis. The hourly rate ranges from $150 to $500 depending on the complexity and nature of the project.
Hourly rate: $100 to $200 an hour (Consulting Services)
The brochure's wording
DWM's fee for providing Consulting Services can be charged hourly, on a fixed fee basis or as a percentage of assets under management. The hourly fee can range from $100 to $200 per hour
Subscription: $100 a month (retirement planning advice)
The brochure's wording
Standard Record keeping fees are assessed monthly fo r retirement planning advice at a standard rate of $100 per month and $1 per plan participant per month.
As stated in the firm's Form ADV Part 2A brochure dated March 18, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$226,122,000 as of October 2026, filing dated March 18, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2010 (16 years)
- Employees
- Total: 6. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
7 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $226,122,000 | 6 | March 18, 2026 |
| October 2025 | $182,964,000 | 6 | February 19, 2025 |
| October 2024 | $256,543,000 | 6 | July 5, 2024 |
| October 2023 | $210,184,000 | 8 | September 26, 2023 |
| October 2022 | $229,044,000 | 7 | March 7, 2022 |
| October 2021 | $93,427,000 | 5 | March 15, 2021 |
Regulatory assets under management: $93,427,000 in the October 2021 data and $226,122,000 in the October 2026 data, up 142%.
Total employees: 5 in October 2021 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $182,964,000 to $226,122,000 (+24%).
- January 2026
- No longer registered or notice-filed in IL.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Denali Wealth Management, Inc. (CRD 153323): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/denali-wealth-management-inc-mequon-wi-153323