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JANSEN WEALTH MANAGEMENT LLC

ALTOONA, WI · CRD 317824 · IAPD ↗ · 715-481-0499

$132.3MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — JANSEN WEALTH MANAGEMENT LLC reported RAUM up 26% ($104.7M -> $132.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
May 2025 — JANSEN WEALTH MANAGEMENT LLC (ALTOONA, WI) is newly SEC-registered with $104.7M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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