# DENALI WEALTH MANAGEMENT, INC.

DENALI WEALTH MANAGEMENT, INC. of MEQUON, WI is an SEC-registered investment adviser.

## Registration

- CRD: 153323
- Type: SEC-registered investment adviser
- SEC file number: 801-71260
- Location: 1325 W TOWNE SQUARE ROAD, MEQUON, WI, 53092-5047
- Phone: 414-978-0020
- Latest filing: 2026-03-18
- Regulatory AUM: $226.1M
- Discretionary AUM: $226.1M
- Clients: 6
- Accounts: 417

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Carl Allen Valimont | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| RINGSRED DANIEL JOHN | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER; MEMBER | — |
| VALIMONT CARL ALLEN | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| MAWICKE JEFFREY JAMES | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153323/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153323/similar
- Related entities: https://search.stillhousedata.com/firm/153323/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153323

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.