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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MAWICKE, JEFFREY, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| MAWICKE, JEFFREY, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| VALIMONT, CARL, ALLEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| VALIMONT, CARL, ALLEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| VALIMONT, CARL, ALLEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| VALIMONT, CARL, ALLEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| RINGSRED, DANIEL, JOHN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | D | Control |
| RINGSRED, DANIEL, JOHN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | D | Control |
| RINGSRED, DANIEL, JOHN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | D | Control |
| RINGSRED, DANIEL, JOHN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | D | Control |
| RINGSRED, DANIEL, JOHN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | D | Control |
| RINGSRED, DANIEL, JOHN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | D | Control |
| RINGSRED, DANIEL, JOHN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | D | Control |
| RINGSRED, DANIEL, JOHN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | D | Control |
| RINGSRED, DANIEL, JOHN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | D | Control |
| RINGSRED, DANIEL, JOHN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | D | Control |
| RINGSRED, DANIEL, JOHN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | D | Control |
| RINGSRED, DANIEL, JOHN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | D | Control |
| RINGSRED, DANIEL, JOHN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | D | Control |
| RINGSRED, DANIEL, JOHN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | D | Control |
| RINGSRED, DANIEL, JOHN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | D | Control |
| RINGSRED, DANIEL, JOHN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | D | Control |
| RINGSRED, DANIEL, JOHN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | D | Control |
| RINGSRED, DANIEL, JOHN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | D | Control |
| RINGSRED, DANIEL, JOHN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | D | Control |
| RINGSRED, DANIEL, JOHN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | D | Control |
| RINGSRED, DANIEL, JOHN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | D | Control |
| RINGSRED, DANIEL, JOHN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | D | Control |
| RINGSRED, DANIEL, JOHN | I | MEMBER | D | Control |
| RINGSRED, DANIEL, JOHN | I | MEMBER | D | Control |
| RINGSRED, DANIEL, JOHN | I | MEMBER | D | Control |
| RINGSRED, DANIEL, JOHN | I | MEMBER | D | Control |
| RINGSRED, DANIEL, JOHN | I | MEMBER | D | Control |
| VALIMONT, CARL, ALLEN | I | PRESIDENT | D | Control |
| VALIMONT, CARL, ALLEN | I | PRESIDENT | D | Control |
| VALIMONT, CARL, ALLEN | I | PRESIDENT | D | Control |
| VALIMONT, CARL, ALLEN | I | PRESIDENT | D | Control |
| VALIMONT, CARL, ALLEN | I | PRESIDENT | D | Control |
| VALIMONT, CARL, ALLEN | I | PRESIDENT | D | Control |
| VALIMONT, CARL, ALLEN | I | PRESIDENT | D | Control |
| VALIMONT, CARL, ALLEN | I | PRESIDENT | D | Control |
| VALIMONT, CARL, ALLEN | I | PRESIDENT | D | Control |
| VALIMONT, CARL, ALLEN | I | PRESIDENT | D | Control |
| VALIMONT, CARL, ALLEN | I | PRESIDENT | D | Control |
| VALIMONT, CARL, ALLEN | I | PRESIDENT | D | Control |
| VALIMONT, CARL, ALLEN | I | PRESIDENT | D | Control |
| VALIMONT, CARL, ALLEN | I | PRESIDENT | D | Control |
| VALIMONT, CARL, ALLEN | I | PRESIDENT | D | Control |
| VALIMONT, CARL, ALLEN | I | PRESIDENT | D | Control |
| VALIMONT, CARL, ALLEN | I | PRESIDENT | D | Control |
| VALIMONT, CARL, ALLEN | I | PRESIDENT | D | Control |
| VALIMONT, CARL, ALLEN | I | PRESIDENT | D | Control |
| VALIMONT, CARL, ALLEN | I | PRESIDENT | D | Control |
| VALIMONT, CARL, ALLEN | I | PRESIDENT | D | Control |
| VALIMONT, CARL, ALLEN | I | PRESIDENT | D | Control |
| VALIMONT, CARL, ALLEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| VALIMONT, CARL, ALLEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| VALIMONT, CARL, ALLEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| VALIMONT, CARL, ALLEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| VALIMONT, CARL, ALLEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Feb 19, 2025 REGISTERED
Notice Filings (10)
AZ CO CT FL IL LA MA MN TX WI
Address
1325 W TOWNE SQUARE ROADMEQUON, WI 53092-5047
United States
Phone: 414-978-0020