{"url":"https://nivawealth.com/firms/jansen-wealth-management-317824","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/317824","regulatoryAum":132294100,"crd":"317824","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6172838","suffix":null,"lastName":"Jansen","firstName":"Jacob","middleName":"Saul"},{"crd":"6996950","suffix":null,"lastName":"Wegner","firstName":"Jill","middleName":"Marilyn"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-04-25","regulatoryAum":104745317,"clients":218,"employees":4,"offices":1},{"filedOn":"2026-03-09","regulatoryAum":132294100,"clients":237,"employees":4,"offices":1}],"secFileNumber":"801-132568","legalName":"Jansen Wealth Management LLC","displayName":"Jansen Wealth 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Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016291","versionId":1016291,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-09","documentName":"JANSEN DISCLOSURE BROCHURE AND WRAP FEE PROGRAM BROCHURE","fee_rate_low":0.5,"fee_rate_high":1.75,"fee_negotiable":null,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T17:08:06.128563+00:00","documents":[{"name":"JANSEN DISCLOSURE BROCHURE AND WRAP FEE PROGRAM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016291","versionId":1016291,"submittedOn":"2026-03-09"}]},"custodians":[{"name":"SEI Private Trust Company","shortName":"SEI Private Trust","location":"Oaks, PA","smaAssets":118663463}],"custodyNote":"Jansen Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jill Wegner","title":"Chief Compliance Officer","crd":"6996950"},{"name":"Jacob Jansen","title":"Managing Member","crd":"6172838"}],"ownership":[{"label":"Jacob Jansen","detail":"Managing member in the 75% or more ownership band and a control person, since November 2020."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Wisconsin","offices":1,"addresses":[{"street":"1476 Blazing Star BLVD, Ste 3","city":"Altoona","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"715-481-0499","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":62},{"label":"U.S. state and local bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":34},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"9 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/317824/PDF/317824.pdf","brochureDate":"9 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016291","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Jansen Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Jansen Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Jansen Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Jansen Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Jansen Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Jansen Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Jansen Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Jansen Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Jansen Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 9 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}