← Tributary

DENALI WEALTH MANAGEMENT, INC.

MEQUON, WI · CRD 153323 · IAPD ↗ · denaliwm.com · 414-978-0020

$226.1MRegulatory AUM
4Advisory reps
6Employees
20Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2025 — DENALI WEALTH MANAGEMENT, INC. reported RAUM down 29% ($256.5M -> $183.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
August 2024 — DENALI WEALTH MANAGEMENT, INC. shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
49
April 2024 — DENALI WEALTH MANAGEMENT, INC. notice-filed in AZ, IL, MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.