Denarius Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,800,000
Clients
28
36% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
28
HighAverage account size
$135,714
About
Denarius Wealth Management is a fee‑only, independent advisory firm serving individuals (including high‑net‑worth clients), small businesses, and a limited number of retirement and pension/profit‑sharing plans; the firm reports managing about $3.8 million for roughly 28 clients. Its services include portfolio management, comprehensive financial planning and consulting, legacy‑holdings consolidation, and company‑sponsored retirement plan advisory work.
The firm’s process centers on customized wealth management built around written Investment Policy Statements and retirement analyses that act as ongoing roadmaps for client objectives. Advice is delivered on both discretionary and non‑discretionary bases, with asset‑allocation and manager/vehicle selection guided by fundamental and technical analysis and, when suitable, the use of options and other instruments.
Compared with many solo independent advisers, Denarius routinely provides ERISA fiduciary and investment‑manager (3(21)/3(38)) plan services, performs plan benchmarking and record‑keeper analysis, and offers participant education and free public seminars — capabilities that are relatively uncommon for firms of its size. The firm also discloses experience advising on more complex investment vehicles (including private placements and partnership investing) and is led by a principal with advanced credentials (MBA and CFP®), which contributes to its mix of corporate‑plan and individual advisory services.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Options & derivatives strategies
Retirement income strategy
Tax-loss harvesting
Occupation focus
Founder/Business Owner
Executive
Fee options
Standard financial planning fee is $3,000 per year, negotiable based on client needs.
$0 - $999,999: up to 2.00% $1,000,000+: up to 1.00%
Up to $200 per hour for consulting and financial planning services.
Account minimum: $250,000 Fee-only: All services rendered are provided on a fee-only basis; no commissions are charged.
Main office location
Denarius Wealth Management
3701 E Evergreen Dr Ste 225
Appleton WI 54913, United States
Number of offices
1
Most active in
Denarius Wealth Management has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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