Jansen Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$118,736,562
Clients
226
Advisors
2
of 4 employees
About
Jansen Wealth Management LLC provides discretionary investment management and related advisory services to individuals (including high‑net‑worth clients), trusts, estates, businesses, and retirement plans, and may act in a 3(38) capacity for certain plan sponsors. The firm develops customized portfolios and offers ongoing supervision, occasionally directing clients to third‑party managers when appropriate.
The firm’s investment approach is primarily long‑term and built around low‑cost mutual funds and exchange‑traded funds, with selective use of individual stocks and bonds; JWM employs fundamental and behavioral analysis and will trade shorter term for rebalancing, tax reasons, or changing client needs. JWM also uses due diligence when selecting investments and may utilize SEI’s managed account solutions for certain clients.
A notable and uncommon feature is that JWM sponsors a wrap fee program that bundles custodial, transaction, administrative and other “Covered Costs” into its asset‑based fee, a structure the brochure highlights can make total client costs vary with trading activity. The firm also discloses an institutional relationship with SEI (its generally recommended custodian) that provides software and other economic benefits, and an affiliated insurance advisory activity; these arrangements are identified in the brochure as potential conflicts of interest.
Client services
Expertise
Fee options
$0 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% Over $10,000,001+: 0.50%
Fee-only: Investment advisory fees as tiered percentages of AUM, paid monthly in arrears.
Main office
1476 Blazing Star Blvd, Ste 3
Altoona WI 54720
Advisors at this office
2
Most active in
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.
Quick links
Advisors at this firm
Jill W
Series 65
Altoona, WI
Jansen Wealth Management LLC
Jill Wegner is a financial advisor at Jansen Wealth Management LLC in Altoona, WI, holding a Series 65 designation with four years of industry experience. She previously worked at Shillin Wealth Management and has been with Jansen Wealth Management since 2020. Jansen Wealth Management LLC provides discretionary investment management and advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm focuses on customized portfolio construction using low-cost, diversified mutual funds and ETFs, employing fundamental and behavioral analysis with ongoing client monitoring.
Jacob J
Series 65, Series 66
Altoona, WI
Jansen Wealth Management LLC
Jacob Jansen is a financial advisor at Jansen Wealth Management LLC in Altoona, WI, holding Series 65 and Series 66 licenses with 13 years of industry experience. His prior roles include positions at Edward Jones, Alliance Global Partners, and International Assets Investment Management. He is a silent partner in a nutrition company, NuSkool Inc., without receiving compensation. Jansen Wealth Management LLC provides discretionary investment management and advisory services to individuals, trusts, estates, businesses, and retirement plans, including high-net-worth clients. The firm employs a primarily long-term investment approach focused on low-cost mutual funds and ETFs, uses fundamental and behavioral analysis, and offers customized portfolios with ongoing supervision.
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