JANICZEK WEALTH MANAGEMENT, LLC
Legal name: JANICZEK WEALTH MANAGEMENT
CRD #107156 SEC #801-37889 DENVER, CO 303-721-7000
SEC Registered Private Funds
Total AUM
$1.1B
Discretionary
$1.1B
Employees
10
Clients
101
Accounts
1,397
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 1, 2024
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DORN, PAMELA, SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DORN, PAMELA, SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DORN, PAMELA, SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DORN, PAMELA, SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DORN, PAMELA, SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DORN, PAMELA, SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DORN, PAMELA, SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DORN, PAMELA, SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DORN, PAMELA, SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DORN, PAMELA, SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DORN, PAMELA, SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DORN, PAMELA, SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DORN, PAMELA, SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DORN, PAMELA, SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DORN, PAMELA, SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DORN, PAMELA, SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HINMAN, RAQUEL, SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| IMANSEPAHI, DENISE, DIANA HASBROUCK | I | CHIEF COMPLIANCE OFFICER | NA | |
| JANICZEK, JOSEPH, JOHN | I | CEO | NA | Control |
| JANICZEK, JOSEPH, JOHN | I | CEO | NA | Control |
| JANICZEK, JOSEPH, JOHN | I | CEO | NA | Control |
| JANICZEK, JOSEPH, JOHN | I | CEO | NA | Control |
| JANICZEK, JOSEPH, JOHN | I | CEO | NA | Control |
| JANICZEK, JOSEPH, JOHN | I | CEO | NA | Control |
| JANICZEK, JOSEPH, JOHN | I | CEO | NA | Control |
| JANICZEK, JOSEPH, JOHN | I | CEO | NA | Control |
| JANICZEK, JOSEPH, JOHN | I | CEO | NA | Control |
| JANICZEK, JOSEPH, JOHN | I | CEO | NA | Control |
| JANICZEK, JOSEPH, JOHN | I | CEO | NA | Control |
| JANICZEK, JOSEPH, JOHN | I | CEO | NA | Control |
| JANICZEK, JOSEPH, JOHN | I | CEO | NA | Control |
| JANICZEK, JOSEPH, JOHN | I | CEO | NA | Control |
| JANICZEK, JOSEPH, JOHN | I | CEO | NA | Control |
| KERSTING, KYLE, WOOD | I | PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| KERSTING, KYLE, WOOD | I | PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| KERSTING, KYLE, WOOD | I | PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| KERSTING, KYLE, WOOD | I | PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| KERSTING, KYLE, WOOD | I | PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| KERSTING, KYLE, WOOD | I | PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| KERSTING, KYLE, WOOD | I | PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| KERSTING, KYLE, WOOD | I | PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| MOREHEAD, MATTHEW, JAMES | I | PRESIDENT | NA | Control |
| MOREHEAD, MATTHEW, JAMES | I | PRESIDENT | NA | Control |
| MOREHEAD, MATTHEW, JAMES | I | PRESIDENT | NA | Control |
| MOREHEAD, MATTHEW, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIEGRIST, ROBERT, BRADY | I | MANAGING DIRECTOR, WEALTH MANAGEMENT | NA | Control |
| SIEGRIST, ROBERT, BRADY | I | MANAGING DIRECTOR, WEALTH MANAGEMENT | NA | Control |
| SIEGRIST, ROBERT, BRADY | I | MANAGING DIRECTOR, WEALTH MANAGEMENT | NA | Control |
| SIEGRIST, ROBERT, BRADY | I | MANAGING DIRECTOR, WEALTH MANAGEMENT | NA | Control |
| SIEGRIST, ROBERT, BRADY | I | MANAGING DIRECTOR, WEALTH MANAGEMENT | NA | Control |
| SIEGRIST, ROBERT, BRADY | I | MANAGING DIRECTOR, WEALTH MANAGEMENT | NA | Control |
| SIEGRIST, ROBERT, BRADY | I | MANAGING DIRECTOR, WEALTH MANAGEMENT | NA | Control |
| SIEGRIST, ROBERT, BRADY | I | MANAGING DIRECTOR, WEALTH MANAGEMENT | NA | Control |
| SIEGRIST, ROBERT, BRADY | I | MANAGING DIRECTOR, WEALTH MANAGEMENT | NA | Control |
| SIEGRIST, ROBERT, BRADY | I | MANAGING DIRECTOR, WEALTH MANAGEMENT | NA | Control |
| SIEGRIST, ROBERT, BRADY | I | MANAGING DIRECTOR, WEALTH MANAGEMENT | NA | Control |
| SIEGRIST, ROBERT, BRADY | I | MANAGING DIRECTOR, WEALTH MANAGEMENT | NA | Control |
| SIEGRIST, ROBERT, BRADY | I | MANAGING DIRECTOR, WEALTH MANAGEMENT | NA | Control |
| SIEGRIST, ROBERT, BRADY | I | MANAGING DIRECTOR, WEALTH MANAGEMENT | NA | Control |
| SIEGRIST, ROBERT, BRADY | I | MANAGING DIRECTOR, WEALTH MANAGEMENT | NA | Control |
| SIEGRIST, ROBERT, BRADY | I | PARTNER | NA | Control |
| SIEGRIST, ROBERT, BRADY | I | MANAGING DIRECTOR, WEALTH MANAGEMENT | NA | Control |
| SIEGRIST, ROBERT, BRADY | I | MANAGING DIRECTOR, WEALTH MANAGEMENT | NA | Control |
| SIEGRIST, ROBERT, BRADY | I | MANAGING DIRECTOR, WEALTH MANAGEMENT | NA | Control |
| SIEGRIST, ROBERT, BRADY | I | PARTNER | NA | Control |
| SIEGRIST, ROBERT, BRADY | I | PARTNER | NA | Control |
| SIEGRIST, ROBERT, BRADY | I | PARTNER | NA | Control |
| SIEGRIST, ROBERT, BRADY | I | PARTNER | NA | Control |
| SIEGRIST, ROBERT, BRADY | I | PARTNER | NA | Control |
| SIEGRIST, ROBERT, BRADY | I | PARTNER | NA | Control |
| SIEGRIST, ROBERT, BRADY | I | PARTNER | NA | Control |
| SIEGRIST, ROBERT, BRADY | I | PARTNER | NA | Control |
| SIEGRIST, ROBERT, BRADY | I | PARTNER | NA | Control |
| SIEGRIST, ROBERT, BRADY | I | PARTNER | NA | Control |
| SIEGRIST, ROBERT, BRADY | I | PARTNER | NA | Control |
| SIEGRIST, ROBERT, BRADY | I | PARTNER | NA | Control |
| SIEGRIST, ROBERT, BRADY | I | PARTNER | NA | Control |
| JANICZEK, JOSEPH, JOHN | I | FOUNDER & CHAIRMAN | E | Control |
| JANICZEK, JOSEPH, JOHN | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| JANICZEK, JOSEPH, JOHN | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| JANICZEK, JOSEPH, JOHN | I | FOUNDER & CHAIRMAN | E | Control |
| JANICZEK, JOSEPH, JOHN | I | FOUNDER & CHAIRMAN | E | Control |
| JANICZEK, JOSEPH, JOHN | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| JANICZEK, JOSEPH, JOHN | I | PRESIDENT | E | Control |
| JANICZEK, JOSEPH, JOHN | I | FOUNDER & CHAIRMAN | E | Control |
| JANICZEK, JOSEPH, JOHN | I | FOUNDER & CHAIRMAN | E | Control |
| JANICZEK, JOSEPH, JOHN | I | FOUNDER & CHAIRMAN | E | Control |
| JANICZEK, JOSEPH, JOHN | I | FOUNDER & CHAIRMAN | E | Control |
| JANICZEK, JOSEPH, JOHN | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| JANICZEK, JOSEPH, JOHN | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| JANICZEK, JOSEPH, JOHN | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| JANICZEK, JOSEPH, JOHN | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| JANICZEK, JOSEPH, JOHN | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| JANICZEK, JOSEPH, JOHN | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| JANICZEK, JOSEPH, JOHN | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| JANICZEK, JOSEPH, JOHN | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| JANICZEK, JOSEPH, JOHN | I | FOUNDING PARTNER | E | Control |
| JANICZEK, JOSEPH, JOHN | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| JANICZEK, JOSEPH, JOHN | I | FOUNDING PARTNER | E | Control |
| JANICZEK, JOSEPH, JOHN | I | FOUNDING PARTNER | E | Control |
| JANICZEK, JOSEPH, JOHN | I | FOUNDING PARTNER | E | Control |
| JANICZEK, JOSEPH, JOHN | I | FOUNDING PARTNER | E | Control |
| JANICZEK, JOSEPH, JOHN | I | FOUNDING PARTNER | E | Control |
| JANICZEK, JOSEPH, JOHN | I | FOUNDING PARTNER | E | Control |
| JANICZEK, JOSEPH, JOHN | I | FOUNDING PARTNER | E | Control |
| JANICZEK, JOSEPH, JOHN | I | FOUNDING PARTNER | E | Control |
| JANICZEK, JOSEPH, JOHN | I | FOUNDING PARTNER | E | Control |
| JANICZEK, JOSEPH, JOHN | I | FOUNDING PARTNER | E | Control |
| JANICZEK, JOSEPH, JOHN | I | CEO | E | Control |
| JANICZEK, JOSEPH, JOHN | I | CEO | E | Control |
| JANICZEK, JOSEPH, JOHN | I | CEO | E | Control |
| JJJ ADVISORS, INC. | DE | OWNER | E | Control |
| JJJ ADVISORS, INC. | DE | OWNER | E | Control |
| JJJ ADVISORS, INC. | DE | OWNER | E | Control |
| JJJ ADVISORS, INC. | DE | OWNER | E | Control |
| JJJ ADVISORS, INC. | DE | OWNER | E | Control |
| JJJ ADVISORS, INC. | DE | OWNER | E | Control |
| JJJ ADVISORS, INC. | DE | OWNER | E | Control |
| JJJ ADVISORS, INC. | DE | OWNER | E | Control |
| JJJ ADVISORS, INC. | DE | OWNER | E | Control |
| JJJ ADVISORS, INC. | DE | OWNER | E | Control |
| JJJ ADVISORS, INC. | DE | OWNER | E | Control |
| JJJ ADVISORS, INC. | DE | OWNER | E | Control |
| JJJ ADVISORS, INC. | DE | OWNER | E | Control |
| JJJ ADVISORS, INC. | DE | OWNER | E | Control |
| JJJ ADVISORS, INC. | DE | OWNER | E | Control |
| CALLAHAN, JAMES, BLAIR | I | MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER | A | Control |
| CALLAHAN, JAMES, BLAIR | I | MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER | A | Control |
| CALLAHAN, JAMES, BLAIR | I | MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER | A | Control |
| CALLAHAN, JAMES, BLAIR | I | MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER | A | Control |
| CALLAHAN, JAMES, BLAIR | I | MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER | A | Control |
| CALLAHAN, JAMES, BLAIR | I | MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER | A | Control |
| CALLAHAN, JAMES, BLAIR | I | MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER | A | Control |
| CALLAHAN, JAMES, BLAIR | I | MANAGING PARTNER | A | Control |
| CALLAHAN, JAMES, BLAIR | I | MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER | A | Control |
| CALLAHAN, JAMES, BLAIR | I | MANAGING PARTNER | A | Control |
| CALLAHAN, JAMES, BLAIR | I | MANAGING PARTNER | A | Control |
| CALLAHAN, JAMES, BLAIR | I | MANAGING PARTNER | A | Control |
| CALLAHAN, JAMES, BLAIR | I | MANAGING PARTNER | A | Control |
| CALLAHAN, JAMES, BLAIR | I | MANAGING PARTNER | A | Control |
| CALLAHAN, JAMES, BLAIR | I | MANAGING PARTNER | A | Control |
| CALLAHAN, JAMES, BLAIR | I | MANAGING PARTNER | A | Control |
| CALLAHAN, JAMES, BLAIR | I | MANAGING PARTNER | A | Control |
| CALLAHAN, JAMES, BLAIR | I | MANAGING PARTNER | A | Control |
| KERSTING, KYLE, WOOD | I | PARTNER/CHIEF COMPLIANCE OFFICER | A | Control |
| KERSTING, KYLE, WOOD | I | PARTNER/CHIEF COMPLIANCE OFFICER | A | Control |
| KERSTING, KYLE, WOOD | I | PARTNER/CHIEF COMPLIANCE OFFICER | A | Control |
| KERSTING, KYLE, WOOD | I | PARTNER/CHIEF COMPLIANCE OFFICER | A | Control |
| KERSTING, KYLE, WOOD | I | PARTNER/CHIEF COMPLIANCE OFFICER | A | Control |
| SIEGRIST, ROBERT, BRADY | I | PARTNER | A | Control |
| SIEGRIST, ROBERT, BRADY | I | PARTNER | A | Control |
| SIEGRIST, ROBERT, BRADY | I | PARTNER | A | Control |
| SIEGRIST, ROBERT, BRADY | I | PARTNER | A | Control |
| SIEGRIST, ROBERT, BRADY | I | PARTNER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| JANICZEK, JOSEPH, JOHN | I | JJJ ADVISORS, INC. | E | Control |
| JANICZEK, JOSEPH, JOHN | I | JJJ ADVISORS, INC. | E | Control |
| JANICZEK, JOSEPH, JOHN | I | JJJ ADVISORS, INC. | E | Control |
| JANICZEK, JOSEPH, JOHN | I | JJJ ADVISORS, INC. | E | Control |
| JANICZEK, JOSEPH, JOHN | I | JJJ ADVISORS, INC. | E | Control |
| JANICZEK, JOSEPH, JOHN | I | JJJ ADVISORS, INC. | E | Control |
| JANICZEK, JOSEPH, JOHN | I | JJJ ADVISORS, INC. | E | Control |
| JANICZEK, JOSEPH, JOHN | I | JJJ ADVISORS, INC. | E | Control |
| JANICZEK, JOSEPH, JOHN | I | JJJ ADVISORS, INC. | E | Control |
| JANICZEK, JOSEPH, JOHN | I | JJJ ADVISORS, INC. | E | Control |
| JANICZEK, JOSEPH, JOHN | I | JJJ ADVISORS, INC. | E | Control |
| JANICZEK, JOSEPH, JOHN | I | JJJ ADVISORS, INC. | E | Control |
| JANICZEK, JOSEPH, JOHN | I | JJJ ADVISORS, INC. | E | Control |
| JANICZEK, JOSEPH, JOHN | I | JJJ ADVISORS, INC. | E | Control |
| JANICZEK, JOSEPH, JOHN | I | JJJ ADVISORS, INC. | E | Control |
Registrations
Federal
IA
Mar 1, 2024 REGISTERED
Notice Filings (13)
AZ CA CO FL GA IL LA NE NH NV OK TX WA
Address
7001 E. BELLEVIEW AVENUESUITE 600
DENVER, CO 80237
United States
Phone: 303-721-7000