DENARIUS WEALTH MANAGEMENT

DENARIUS WEALTH MANAGEMENT of APPLETON, WI is an SEC-registered investment adviser (CRD 168989). Regulatory assets under management: $3.8M.

Registration

• CRD: 168989
• Type: Registered investment adviser
• Location: 3701 E EVERGREEN DR STE 225, APPLETON, WI, 54913
• Phone: (920)941-0225
• Latest filing: 2026-03-27
• Regulatory AUM: $3.8M
• Discretionary AUM: $3.8M
• Clients: 1
• Accounts: 50

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168989 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search