Jansen Wealth Management provides portfolio management for individuals and small businesses and selecting other managers.
Jansen Wealth Management reports 237 clients. They include 187 individual clients, 39 high-net-worth individuals, and 6 corporations and other businesses. Of its assets, 100.0% ($132M across 678 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $119M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 79% | 35% |
| High-net-worth individuals | 16% | 55% |
| Pension and profit-sharing plans | 2% | 9% |
| Corporations and other businesses | 3% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 187 | $45.8M | 34.6% | $245K |
| High-net-worth individuals | 39 | $73M | 55.2% | $1.87M |
| Pension and profit-sharing plans | 5 | $12.2M | 9.2% | $2.43M |
| Corporations and other businesses | 6 | $1.4M | 1.1% | $233K |
| Total | 237 | $132M | 100% | $558K |
- Clients
- 187
- Regulatory AUM
- $45.8M
- AUM share
- 34.6%
- Avg. per client
- $245K
- Clients
- 39
- Regulatory AUM
- $73M
- AUM share
- 55.2%
- Avg. per client
- $1.87M
- Clients
- 5
- Regulatory AUM
- $12.2M
- AUM share
- 9.2%
- Avg. per client
- $2.43M
- Clients
- 6
- Regulatory AUM
- $1.4M
- AUM share
- 1.1%
- Avg. per client
- $233K
Total
- Clients
- 237
- Regulatory AUM
- $132M
- AUM share
- 100%
- Avg. per client
- $558K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Jansen Wealth Management charges 0.50%–1.75% a year for its Investment Management Services. The fee is billed in arrears.
Fee details and sources
Jacob Jansen owns 75% or more of Jansen Wealth Management. The leadership team of Jansen Wealth Management includes Chief Compliance Officer Jill Wegner. It has 4 employees, 2 of them in advisory roles.
Leadership
- Jill WegnerChief Compliance Officer
Jacob JansenManaging Member
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 75% or more of Jansen Wealth Management LLC
Jacob Jansen
Control person · since November 2020
Jansen Wealth Management’s regulatory assets grew from $105M (April 2025) to $132M (March 2026); clients rose from 218 to 237 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $132M | 237 | 4 | 1 |
| April 2025 | $105M | 218 | 4 | 1 |
Besides its headquarters, Jansen Wealth Management has 0 offices, with 1 listed address in Wisconsin.
Wisconsin · 1 listed address
- 1476 Blazing Star BLVD, Ste 3, AltoonaHQ
Contact and registration details
- Legal name
- Jansen Wealth Management LLC
- Headquarters
- 1476 Blazing Star BLVD, Ste 3, Altoona, WI 54720
- Website
- jansenwealth.com
- Phone
- 715-481-0499
- @jansen-wealth-management
- SEC file
- 801-132568
- Structure
- Wisconsin LLC
- Fiscal year end
- December
Jansen Wealth Management uses SEI Private Trust ($119M) as custodian for its separately managed accounts. Jansen Wealth Management does not have custody of client assets.
- SEI Private TrustSEI Private Trust Company · Oaks, PA · $119M100%
At year end, Jansen Wealth Management’s separately managed accounts were mostly in stocks (62%) and funds (34%).
What the accounts hold
- Stocks62%
- Funds34%
- Bonds1%
- Cash3%
How many clients does Jansen Wealth Management have?
Jansen Wealth Management has 237 clients and manages $132 million for them, as of March 2026. They include 187 individual clients, 39 high-net-worth individuals, and 6 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 March 2026
What services does Jansen Wealth Management offer?
Jansen Wealth Management provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Jansen Wealth Management charge?
Jansen Wealth Management charges 0.50%–1.75% a year for its Investment Management Services. The fee is billed in arrears.
Source: JANSEN DISCLOSURE BROCHURE AND WRAP FEE PROGRAM BROCHURE, filed 9 March 2026
Which custodians does Jansen Wealth Management use?
Jansen Wealth Management’s separately managed account assets are held at SEI Private Trust Company (Oaks, PA), with $119M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 March 2026
How many financial advisors does Jansen Wealth Management have?
Jansen Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Jansen Wealth Management invest in?
At the end of its last fiscal year, Jansen Wealth Management’s separately managed accounts held 62% exchange-traded equities, 34% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Jansen Wealth Management?
Jansen Wealth Management’s direct owner is Jacob Jansen (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 March 2026
How does Jansen Wealth Management get paid?
Jansen Wealth Management is paid through a percentage of assets under management. 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 Jansen Wealth Management?
Jansen Wealth Management’s main office is at 1476 Blazing Star BLVD, Ste 3, Altoona, WI 54720. Its phone number is 715-481-0499. Its website is jansenwealth.com.