# 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.

- CRD: 153323
- Filed as: DENALI WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mequon, WI
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153323
- AdvisorCensus page: https://advisorcensus.com/firm/denali-wealth-management-inc-mequon-wi-153323

## Quick answers

**How 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); Subscription: $1 a month (retirement planning advice per plan participant). 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Hourly rate: $150 to $500 an hour (Counseling and Financial Planning services)

> 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)

> 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)

> 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.

- Subscription: $1 a month (retirement planning advice per plan participant)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $226,122,000
- Discretionary: $226,122,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 141 | $34,530,000 |
| High net worth individuals | 95 | $172,582,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $13,569,000 |
| Charitable organizations | Fewer than 5 | $1,394,000 |
| Corporations or other businesses not listed above | 7 | $4,047,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2010 (16 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CO, CT, FL, MA, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- denaliwm.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $93,427,000 | 5 | March 15, 2021 |
| October 2022 | $229,044,000 | 7 | March 7, 2022 |
| October 2023 | $210,184,000 | 8 | September 26, 2023 |
| October 2024 | $256,543,000 | 6 | July 5, 2024 |
| October 2025 | $182,964,000 | 6 | February 19, 2025 |
| October 2026 | $226,122,000 | 6 | March 18, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Denali Wealth Management, Inc. (CRD 153323): Form ADV filing data as of October 2026.