DENALI WEALTH MANAGEMENT, INC.
CRD #153323 SEC #801-71260 MEQUON, WI 414-978-0020
SEC Registered
Total AUM
$183M
Discretionary
$183M
Employees
6
Clients
10
Accounts
376
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $183M | $183M | $0 | 6 | 24 |
| Jul 2024 | $256.5M | $256.5M | $0 | 6 | 24 |
| Mar 2024 | $256.5M | $256.5M | $0 | 8 | 24 |
| Sep 2023 | $210.2M | $201.8M | $8.4M | 8 | 22 |
| Feb 2023 | $210.2M | $201.8M | $8.4M | 8 | 22 |
| Mar 2022 | $229M | $219.6M | $9.4M | 7 | 24 |
| Mar 2021 | $93.4M | $85.2M | $8.2M | 5 | 23 |
| Jun 2020 | $90.6M | $83.3M | $7.3M | 5 | 22 |
| Feb 2020 | $90.6M | $83.3M | $7.3M | 5 | 22 |
| Mar 2019 | $76M | $69.7M | $6.3M | 4 | 22 |
| Oct 2018 | $80.5M | $80.5M | $0 | 3 | 23 |
| Jul 2018 | $310.1M | $80.5M | $229.6M | 3 | 0 |
| May 2018 | $310.1M | $80.5M | $229.6M | 3 | 0 |
| Apr 2018 | $310.1M | $80.5M | $229.6M | 3 | 0 |
| Mar 2018 | $310.1M | $80.5M | $229.6M | 3 | 0 |
| Mar 2017 | $256M | $61M | $195M | 6 | 110 |
| Jan 2016 | $212.7M | $47.5M | $165.2M | 5 | 110 |
| Jan 2015 | $195.7M | $51M | $144.7M | 5 | 110 |
| Jul 2014 | $162.3M | $47.6M | $114.7M | 3 | 111 |
| Feb 2014 | $162.3M | $47.6M | $114.7M | 3 | 111 |
| Apr 2013 | $133.9M | $41.9M | $92M | 3 | 111 |
| Feb 2013 | $133.9M | $41.9M | $92M | 3 | 111 |
| Feb 2012 | $92.6M | $33.7M | $58.9M | 1 | 26 |
| Apr 2011 | $40.5M | $30.9M | $9.6M | 5 | -- |
| Feb 2011 | $40.5M | $30.9M | $9.6M | 5 | -- |
| May 2010 | $25.5M | $21.3M | $4.1M | 5 | -- |
| May 2010 | $0 | $0 | $0 | 5 | -- |
| Apr 2010 | $0 | $0 | $0 | 5 | -- |
| Apr 2010 | $0 | $0 | $0 | 5 | -- |
| Mar 2010 | $0 | $0 | $0 | 5 | -- |
DateFeb 2025
Total AUM$183M
Discretionary$183M
Non-Disc.$0
Employees6
Clients24
DateJul 2024
Total AUM$256.5M
Discretionary$256.5M
Non-Disc.$0
Employees6
Clients24
DateMar 2024
Total AUM$256.5M
Discretionary$256.5M
Non-Disc.$0
Employees8
Clients24
DateSep 2023
Total AUM$210.2M
Discretionary$201.8M
Non-Disc.$8.4M
Employees8
Clients22
DateFeb 2023
Total AUM$210.2M
Discretionary$201.8M
Non-Disc.$8.4M
Employees8
Clients22
DateMar 2022
Total AUM$229M
Discretionary$219.6M
Non-Disc.$9.4M
Employees7
Clients24
DateMar 2021
Total AUM$93.4M
Discretionary$85.2M
Non-Disc.$8.2M
Employees5
Clients23
DateJun 2020
Total AUM$90.6M
Discretionary$83.3M
Non-Disc.$7.3M
Employees5
Clients22
DateFeb 2020
Total AUM$90.6M
Discretionary$83.3M
Non-Disc.$7.3M
Employees5
Clients22
DateMar 2019
Total AUM$76M
Discretionary$69.7M
Non-Disc.$6.3M
Employees4
Clients22
DateOct 2018
Total AUM$80.5M
Discretionary$80.5M
Non-Disc.$0
Employees3
Clients23
DateJul 2018
Total AUM$310.1M
Discretionary$80.5M
Non-Disc.$229.6M
Employees3
Clients0
DateMay 2018
Total AUM$310.1M
Discretionary$80.5M
Non-Disc.$229.6M
Employees3
Clients0
DateApr 2018
Total AUM$310.1M
Discretionary$80.5M
Non-Disc.$229.6M
Employees3
Clients0
DateMar 2018
Total AUM$310.1M
Discretionary$80.5M
Non-Disc.$229.6M
Employees3
Clients0
DateMar 2017
Total AUM$256M
Discretionary$61M
Non-Disc.$195M
Employees6
Clients110
DateJan 2016
Total AUM$212.7M
Discretionary$47.5M
Non-Disc.$165.2M
Employees5
Clients110
DateJan 2015
Total AUM$195.7M
Discretionary$51M
Non-Disc.$144.7M
Employees5
Clients110
DateJul 2014
Total AUM$162.3M
Discretionary$47.6M
Non-Disc.$114.7M
Employees3
Clients111
DateFeb 2014
Total AUM$162.3M
Discretionary$47.6M
Non-Disc.$114.7M
Employees3
Clients111
DateApr 2013
Total AUM$133.9M
Discretionary$41.9M
Non-Disc.$92M
Employees3
Clients111
DateFeb 2013
Total AUM$133.9M
Discretionary$41.9M
Non-Disc.$92M
Employees3
Clients111
DateFeb 2012
Total AUM$92.6M
Discretionary$33.7M
Non-Disc.$58.9M
Employees1
Clients26
DateApr 2011
Total AUM$40.5M
Discretionary$30.9M
Non-Disc.$9.6M
Employees5
Clients--
DateFeb 2011
Total AUM$40.5M
Discretionary$30.9M
Non-Disc.$9.6M
Employees5
Clients--
DateMay 2010
Total AUM$25.5M
Discretionary$21.3M
Non-Disc.$4.1M
Employees5
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--