JANSEN WEALTH MANAGEMENT LLC
CRD #317824 SEC #801-132568 ALTOONA, WI 715-481-0499
SEC Registered
Total AUM
$104.7M
Discretionary
$104.7M
Employees
4
Clients
--
Accounts
633
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $104.7M | $104.7M | $0 | 4 | 0 |
| Apr 2025 | $104.7M | $104.7M | $0 | 4 | 0 |
| Mar 2025 | $104.7M | $104.7M | $0 | 4 | 0 |
| May 2022 | $65.6M | $65.6M | $0 | 2 | 0 |
| Apr 2022 | $65.6M | $65.6M | $0 | 2 | 0 |
| Apr 2022 | $65.6M | $65.6M | $0 | 2 | 0 |
| Apr 2022 | $2.8M | $2.8M | $0 | 2 | 0 |
| Apr 2022 | $2.8M | $2.8M | $0 | 2 | 0 |
| Mar 2022 | $2.8M | $2.8M | $0 | 2 | 0 |
| Mar 2022 | $2.8M | $2.8M | $0 | 2 | 0 |
| Dec 2021 | $0 | $0 | $0 | 2 | 0 |
| Nov 2021 | $0 | $0 | $0 | 2 | 0 |
| Nov 2021 | $0 | $0 | $0 | 2 | 0 |
DateApr 2025
Total AUM$104.7M
Discretionary$104.7M
Non-Disc.$0
Employees4
Clients0
DateApr 2025
Total AUM$104.7M
Discretionary$104.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$104.7M
Discretionary$104.7M
Non-Disc.$0
Employees4
Clients0
DateMay 2022
Total AUM$65.6M
Discretionary$65.6M
Non-Disc.$0
Employees2
Clients0
DateApr 2022
Total AUM$65.6M
Discretionary$65.6M
Non-Disc.$0
Employees2
Clients0
DateApr 2022
Total AUM$65.6M
Discretionary$65.6M
Non-Disc.$0
Employees2
Clients0
DateApr 2022
Total AUM$2.8M
Discretionary$2.8M
Non-Disc.$0
Employees2
Clients0
DateApr 2022
Total AUM$2.8M
Discretionary$2.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$2.8M
Discretionary$2.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$2.8M
Discretionary$2.8M
Non-Disc.$0
Employees2
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0