$132.3M Total AUM
$132.3M Disc. AUM
-- 3Y CAGR
4 Employees
237 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
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
4.5 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
Unlock to compare peer behavior around foundation matrix.
Request access to benchmark trends tied to pathway.
Upgrade to reveal position-level detail across harbor frontier.
Full visibility includes strategy notes for radial capital.
Unlock to compare peer behavior around beacon fusion.
Premium access reveals conviction themes in ember pioneer glacier.
Upgrade to reveal position-level detail across pathway element.
Upgrade to reveal position-level detail across ember timber.
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
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |