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- Custodian
- Charles Schwab & Company ยท RBC
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-29-2010
- Office Locations
- 1
Office Locations
About Denali Wealth Management, Inc.
Denali Wealth Management is a Milwaukee-based, fee-only RIA serving high-net-worth individuals, institutional investors, and company-sponsored retirement plans. The firm focuses on retirement planning and market risk management using strategic asset allocation, diversification, and low-cost portfolios. As a Dimensional Fund Advisors firm, it applies disciplined, quantitative portfolio construction for 401(k) and defined benefit plans and private wealth.
Reported data analysis
What the numbers show
Between February 19, 2025 and March 18, 2026, reported AUM increased 23.6%, from $183.0M to $226.1M.
Across 5 reported observations, AUM decreased 1.3% between March 7, 2022 and March 18, 2026, from $229.0M to $226.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 263 clients, or 65.8 clients per representative. That equates to $859.8K in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on March 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Denali Wealth Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CARL ALLEN VALIMONT
Chief Compliance Officer, Financial Consultant, President
- CRD
- #4570934
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JEFFREY ALLEN ROCHON
Retirement Specialist
- CRD
- #5912987
Lane Dillon Valimont
Investment Advisor Representative
- CRD
- #7691308
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $226,122,000 | $542,259 |
| Non-Discretionary | $0 | -- |
| Total | $226,122,000 | $542,259 |
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Separately Managed Accounts
SMA allocation detail is available
Denali Wealth Management, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.