Denali Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$207,112,000
Clients
236
Advisors
4
of 6 employees
About
Denali Wealth Management is a registered investment adviser that serves individual clients — including high-net-worth households — as well as employer-sponsored retirement plans. The firm offers counseling and comprehensive or project-based financial planning, discretionary asset management, investment consulting, and retirement-plan advisory and recordkeeping services across securities such as stocks, bonds, mutual funds, ETFs, private placements, and convertible securities.
Advisers at the firm describe a preference for long-term buy-and-hold investing while exercising discretionary trading authority for managed accounts and, when appropriate, engaging third‑party managers; their analytic methods include fundamental and cyclical analysis and clients receive written investment policy statements and periodic monitoring with at least quarterly reporting. The firm typically recommends Charles Schwab for custody and execution and conducts reviews and client meetings as agreed in each engagement, with planning available on fixed‑fee, hourly, or asset‑based bases.
The firm’s marketing materials include client testimonials, an uncommon practice among similar team advisory firms. It also reports a substantial retirement-plan practice — advising on more than $541 million in employee benefit fund assets while managing roughly $226 million in client assets — and notes that representatives are licensed to sell insurance products, which the brochure identifies as a potential conflict of interest.
Client services
Expertise
Fee options
Fixed fees charged per Counseling and Financial Planning project; fixed fees for Consulting Services negotiated per project.
$0 - $500,000: 1.25% annually for Equity/Balance; 0.40% annually for Fixed Income $500,000 - $2,000,000: 1.00% annually for Equity/Balance; 0.35% annually for Fixed Income $2,000,000 - $5,000,000: 0.85% annually for Equity/Balance; 0.30% annually for Fixed Income $5,000,000+: 0.65% annually for Equity/Balance; 0.25% annually for Fixed Income
Insurance product commissions received by representatives for sales of insurance products; commissions are customary and separate from advisory fees.
Counseling and Financial Planning hourly fees range from $150 to $500 per hour depending on complexity and nature of project; Consulting Services hourly fees range $100 to $200 per hour.
Fee-only: Hourly fees ranging from $150 to $500 depending on project complexity; Fixed fees per project also offered; Consulting Services hourly fees range $100 to $200 per hour; Fixed or flat fees negotiated per project.
Main office
1325 W Towne Square Road
Mequon WI 53092-5047
Advisors at this office
4
Most active in
Arizona · Colorado · Connecticut · Florida · Massachusetts · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Lane V
Series 65
Mequon, WI
Denali Wealth Management, Inc.
Lane Valimont is a financial advisor at Denali Wealth Management, Inc. in Mequon, WI, holding a Series 65 designation with three years of industry experience. Prior to joining Denali Wealth Management, he held roles at Bradley Corporation, Arrowhead High School, and several other organizations. Denali Wealth Management serves individuals, retirement plan sponsors, trusts, estates, and institutional clients, offering financial planning, discretionary asset management, investment consulting, and retirement plan advisory services. The firm emphasizes a long-term, buy-and-hold investment approach informed by fundamental and cyclical analysis.
Jeffrey R
Series 65
Mequon, WI
Denali Wealth Management, Inc.
Jeffrey Rochon is a financial advisor at Denali Wealth Management, Inc. with 14 years of industry experience. He holds a Series 65 credential and has been with Denali Wealth Management since 2011. Outside of his advisory role, he operates Creative NRG LLC, a freelance graphic design business. Denali Wealth Management serves individuals, retirement plan sponsors, trusts, estates, and institutional clients, offering financial planning, discretionary asset management, and investment consulting. The firm emphasizes a long-term, buy-and-hold investment approach informed by fundamental and cyclical analysis.
Mark W
Series 65
Mequon, WI
Denali Wealth Management, Inc.
Mark Wierichs is a financial advisor at Denali Wealth Management, Inc. in Mequon, WI, holding a Series 65 designation with seven years of industry experience. Prior to joining Denali Wealth Management in 2019, he worked at Airgas from 2014 to 2018 and has been affiliated with Arrowhead High School since 2012. Denali Wealth Management serves individuals, retirement plan sponsors, trusts, estates, and institutional clients, offering financial planning, discretionary asset management, investment consulting, and retirement plan advisory services. The firm focuses on a long-term, buy-and-hold investment approach informed by fundamental and cyclical analysis, with portfolios reviewed quarterly.
Carl V
Series 63, Series 65
Mequon, WI
Denali Wealth Management, Inc.
Carl Valimont is a financial advisor with Denali Wealth Management, Inc. in Mequon, WI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Denali Wealth Management and Purshe Kaplan Sterling since 2010. Outside of his advisory role, he is a partner in VALDAN LLC, a business involved in importing products. Denali Wealth Management serves individuals, retirement plan sponsors, trusts, estates, and institutional clients, offering financial planning, discretionary asset management, investment consulting, and retirement plan advisory services. The firm emphasizes a long-term, buy-and-hold investment approach informed by fundamental and cyclical analysis, with portfolios reviewed quarterly.
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