$132.3M Total AUM
$132.3M Disc. AUM
-- 3Y CAGR
4 Employees
237 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Optima
- Established Date
- 12-17-2021
- Office Locations
- 1
Office Locations
1476 Blazing Star Blvd STE 3 Altoona WI
About Jansen Wealth Management LLC
Jansen Wealth Management is a fiduciary RIA providing wealth management and comprehensive financial planning with a clear, upfront discussion of fees. The team emphasizes long-term partnerships and responsive service for individuals and business owners/entrepreneurs, using diversified asset-allocation portfolios that often include ETFs and mutual funds. Custodied through SEI.
Team overview
-- AVG AGE
$66.1M AVG AUM / ADVISOR
$558.2K AVG AUM / CLIENT
4.6 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
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Asset Classes
Unison foundation Legacy
Client Personas
Foundation focus Capital
Custodian
Insight catalyst
Investment Themes
Element
Investment Vehicles
Atlas
Platform
Horizon horizon
Services
Summit Atlas foundation Matrix Fusion zenith Peak optima Glacier momentum Horizon
Technology
Atlas
Owner & Executives
Jacob Saul Jansen
Managing Member, Wealth Manager
- CRD
- #6172838
- Ownership
- 75% or more
(556) 662-1784
momentum.zenith@vectorcapital.com
in linkedin.com/in/pioneer-horizon
J
Jill Marilyn Wegner
Chief Compliance Officer
- CRD
- #6996950
- Ownership
- Less than 5%
(408) 268-7322
north.optima@eaglecapital.com
in linkedin.com/in/signal-matrix
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $132,294,100 | $195,124 |
| Non-Discretionary | $0 | -- |
| Total | $132,294,100 | $195,124 |
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Separately Managed Accounts
Total SMA Asset: $132,294,100
Equity - Exchange:
25.7% Public Funds:
24.8% Cash:
15.4% Municipal Bonds:
34.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,821,082,139 | 25.7% |
| Public Funds | $1,757,308,834 | 24.8% |
| Cash | $1,091,232,099 | 15.4% |
| Municipal Bonds | $2,416,299,647 | 34.1% |
| Total | $7,085,922,719 | 100.0% |