This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท RBC
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CARL ALLEN VALIMONT
Chief Compliance Officer, Financial Consultant, President
- CRD
- #4570934
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing