D
CRD: 168989
Denarius Wealth Management
$3.8M Total AUM
$3.8M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-30-2013
- Office Locations
- 1
Office Locations
3701 E Evergreen DR STE 225 Appleton WI
About Denarius Wealth Management
Denarius Wealth Management is an independent, fee-only RIA providing objective wealth management, personal financial planning, and retirement plan services for individuals, families, and small businesses. The firm emphasizes fiduciary, no-commission advice and primarily implements portfolios with ETFs. Custody includes Charles Schwab.
Team overview
50 AVG AGE
$3.8M AVG AUM / ADVISOR
$115.2K AVG AUM / CLIENT
12.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
CHADWICK J OLDENBURG
Principal
- CRD
- #5999601
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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