RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Wisconsin
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 15, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Wegner, Jill, MarilynICHIEF COMPLIANCE OFFICERNA Control
Wegner, Jill, MarilynICHIEF COMPLIANCE OFFICERNA Control
Wegner, Jill, MarilynICHIEF COMPLIANCE OFFICERNA Control
Wegner, Jill, MarilynICHIEF COMPLIANCE OFFICERNA Control
Wegner, Jill, MarilynICHIEF COMPLIANCE OFFICERNA Control
Wegner, Jill, MarilynICHIEF COMPLIANCE OFFICERNA Control
Wegner, Jill, MarilynICHIEF COMPLIANCE OFFICERNA Control
Wegner, Jill, MarilynICHIEF COMPLIANCE OFFICERNA Control
Wegner, Jill, MarilynICHIEF COMPLIANCE OFFICERNA Control
Wegner, Jill, MarilynICHIEF COMPLIANCE OFFICERNA Control
Wegner, Jill, MarilynICHIEF COMPLIANCE OFFICERNA Control
Wegner, Jill, MarilynICHIEF COMPLIANCE OFFICERNA Control
Wegner, Jill, MarilynICHIEF COMPLIANCE OFFICERNA Control
Wegner, Jill, MarilynICHIEF COMPLIANCE OFFICERNA Control
Wegner, Jill, MarilynICHIEF COMPLIANCE OFFICERNA Control
JANSEN, JACOB, SAULIMANAGING MEMBERE Control
JANSEN, JACOB, SAULIMANAGING MEMBERE Control
JANSEN, JACOB, SAULIMANAGING MEMBERE Control
JANSEN, JACOB, SAULIMANAGING MEMBERE Control
JANSEN, JACOB, SAULIMANAGING MEMBERE Control
JANSEN, JACOB, SAULIMANAGING MEMBERE Control
JANSEN, JACOB, SAULIMANAGING MEMBERE Control
JANSEN, JACOB, SAULIMANAGING MEMBERE Control
JANSEN, JACOB, SAULIMANAGING MEMBERE Control
JANSEN, JACOB, SAULIMANAGING MEMBERE Control
JANSEN, JACOB, SAULIMANAGING MEMBERE Control
JANSEN, JACOB, SAULIMANAGING MEMBERE Control
JANSEN, JACOB, SAULIMANAGING MEMBERE Control
JANSEN, JACOB, SAULIMANAGING MEMBERE Control
JANSEN, JACOB, SAULIMANAGING MEMBERE Control

Registrations

Federal

IA
Apr 15, 2025 REGISTERED

Notice Filings (2)

TX WI

Address

1476 BLAZING STAR BLVD
STE 3
ALTOONA, WI 54720
United States
Phone: 715-481-0499