DENALI WEALTH MANAGEMENT, INC.

DENALI WEALTH MANAGEMENT, INC. of MEQUON, WI is an SEC-registered investment adviser (CRD 153323). Regulatory assets under management: $226.1M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (4)

NameRoleLocation
Carl Allen ValimontPRESIDENT, CHIEF COMPLIANCE OFFICER
RINGSRED DANIEL JOHNCHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER; MEMBER
VALIMONT CARL ALLENPRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER
MAWICKE JEFFREY JAMESPRESIDENT AND CHIEF COMPLIANCE OFFICER

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