JANICZEK WEALTH MANAGEMENT, LLC
JANICZEK WEALTH MANAGEMENT, LLC of DENVER, CO is an SEC-registered investment adviser (CRD 107156). Regulatory assets under management: $1.1B.
Registration
- CRD: 107156
- SEC file number: 801-37889
- Type: Registered investment adviser
- Location: 7001 E. BELLEVIEW AVENUE, SUITE 600, DENVER, CO, 80237
- Phone: 303-721-7000
- Latest filing: 2024-03-01
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Clients: 10
- Accounts: 1,397
Officers, owners & control persons (8)
| Name | Role | Location |
|---|
| JANICZEK JOSEPH JOHN | CEO; CEO AND CHIEF COMPLIANCE OFFICER; FOUNDER & CHAIRMAN (+3 more) | — |
| IMANSEPAHI DENISE DIANA HASBROUCK | CHIEF COMPLIANCE OFFICER | — |
| MOREHEAD MATTHEW JAMES | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| HINMAN RAQUEL SUE | CHIEF COMPLIANCE OFFICER | — |
| SIEGRIST ROBERT BRADY | MANAGING DIRECTOR, WEALTH MANAGEMENT; PARTNER | — |
| CALLAHAN JAMES BLAIR | MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER; MANAGING PARTNER | — |
| DORN PAMELA SUE | CHIEF COMPLIANCE OFFICER | — |
| KERSTING KYLE WOOD | PARTNER/CHIEF COMPLIANCE OFFICER | — |
Private funds (1)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| JWM INCOME & GROWTH FUND I LP | Other Private Fund | — | 46 | $59.4M | $250K |
Fund service providers (1)
- administrator: ALTA TRUST COMPANY
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