Denali Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, estate planning, and insurance. Financial planning was provided to 1–10 clients last fiscal year.
Denali Wealth Management reports 243 clients. They include 141 individual clients, 95 high-net-worth individuals, and 7 corporations and other businesses. Of its assets, 100.0% ($226M across 417 accounts) are managed with discretion. It advised 20 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 58% | 15% |
| High-net-worth individuals | 39% | 76% |
| Pension and profit-sharing plans | Fewer than 5 | 6% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | 3% | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 141 | $34.5M | 15.3% | $245K |
| High-net-worth individuals | 95 | $173M | 76.3% | $1.82M |
| Pension and profit-sharing plans | Fewer than 5 | $13.6M | 6.0% | — |
| Charitable organizations | Fewer than 5 | $1.39M | 0.6% | — |
| Corporations and other businesses | 7 | $4.05M | 1.8% | $578K |
| Total | 243 | $226M | 100% | — |
- Clients
- 141
- Regulatory AUM
- $34.5M
- AUM share
- 15.3%
- Avg. per client
- $245K
- Clients
- 95
- Regulatory AUM
- $173M
- AUM share
- 76.3%
- Avg. per client
- $1.82M
- Clients
- Fewer than 5
- Regulatory AUM
- $13.6M
- AUM share
- 6.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $1.39M
- AUM share
- 0.6%
- Avg. per client
- —
- Clients
- 7
- Regulatory AUM
- $4.05M
- AUM share
- 1.8%
- Avg. per client
- $578K
Total
- Clients
- 243
- Regulatory AUM
- $226M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 20
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Denali Wealth Management is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Counseling and Financial Planning
- Fixed fee per project, or hourly at $150 to $500 depending on complexity; the hourly rate may be negotiated.
- Investment Consulting
- Hourly at $100 to $200, a fixed fee, or 0.2% to 1.0% of assets for asset-based consulting; all fees are negotiable.
- Retirement Plan Advisory Services
- Annual fee of 0.10% to 1.0% of plan assets, negotiable, set at contract signing.
Carl Valimont owns 75% or more of Denali Wealth Management. The leadership team of Denali Wealth Management includes President Carl Valimont. It has 6 employees, 4 of them in advisory roles.
Leadership
Carl ValimontPresident, Chief Compliance Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 4 in advisory functions
- 4 state-registered reps
- 1 soliciting firm
- Owns 75% or more of Denali Wealth Management, Inc.
Carl Valimont
Control person · since April 2010
Denali Wealth Management’s regulatory assets grew 2.4× from $93.4M (March 2021) to $226M (March 2026); clients rose from 141 to 243 and employees from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $226M | 243 | 6 | 1 |
| Feb 2025February 2025 | $183M | 218 | 6 | 1 |
| Jul 2024July 2024 | $257M | 272 | 6 | 1 |
| Feb 2023February 2023 | $210M | 231 | 8 | 2 |
| Mar 2022March 2022 | $229M | 222 | 7 | 2 |
| Mar 2021March 2021 | $93.4M | 141 | 5 | 1 |
Besides its headquarters, Denali Wealth Management has 0 offices, with 1 listed address in 1 state.
Wisconsin · 1 listed address
- 1325 W Towne Square Road, MequonHQ
Contact and registration details
- Legal name
- Denali Wealth Management, Inc.
- Headquarters
- 1325 W Towne Square Road, Mequon, WI 53092-5047
- Website
- denaliwm.com
- Phone
- 414-978-0020
- SEC file
- 801-71260
- Founded
- 2010
- Structure
- Wisconsin corporation
- Fiscal year end
- December
Denali Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($225M). Denali Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $225M100%
At year end, Denali Wealth Management’s separately managed accounts were mostly in funds (83%) and cash (15%).
What the accounts hold
- Stocks2%
- Funds83%
- Cash15%
How many clients does Denali Wealth Management have?
Denali Wealth Management has 243 clients and manages $226 million for them, as of March 2026. They include 141 individual clients, 95 high-net-worth individuals, and 7 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 March 2026
What services does Denali Wealth Management offer?
Denali Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, estate planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Denali Wealth Management use?
Denali Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $225M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 March 2026
How many financial advisors does Denali Wealth Management have?
Denali Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Denali Wealth Management invest in?
At the end of its last fiscal year, Denali Wealth Management’s separately managed accounts held 83% registered funds (mutual funds, ETFs, BDCs), 15% cash and equivalents and 2% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Denali Wealth Management?
Denali Wealth Management’s direct owner is Carl Valimont (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 March 2026
How does Denali Wealth Management get paid?
Denali Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Denali Wealth Management?
Denali Wealth Management’s main office is at 1325 W Towne Square Road, Mequon, WI 53092-5047. Its phone number is 414-978-0020. Its website is denaliwm.com.