DENALI WEALTH MANAGEMENT, INC.
SEC RegisteredPeak Financial Perspective
About the firm
Denali Wealth Management is a Milwaukee based fee-only wealth management firm who serves individual investors, institutional investors, and company-sponsored retirement plans. They specialize in retirement planning and managing risk for high-net-worth individuals, with principals who have over 60 years of financial service experience.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Strategic asset allocation and portfolio management for individual investors; customized 401(k) and Defined Benefit retirement plan solutions for corporate clients; low-cost, diversified portfolio construction as DFA Fund Advisors.
Who they serve
High-net-worth individuals, institutional investors, and company-sponsored retirement plan owners/plan sponsors and employees.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 141 | $35M |
| High Net Worth Individuals | 95 | $173M |
20 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 (Equity/Balanced) | 1.25% |
| Next $1,500,000 (Equity/Balanced) | 1.00% |
| Next $3,000,000 (Equity/Balanced) | 0.85% |
| Over $5,000,000 (Equity/Balanced) | 0.65% |
| First $500,000 (Fixed Income) | 0.40% |
| Next $1,500,000 (Fixed Income) | 0.35% |
| Next $3,000,000 (Fixed Income) | 0.30% |
| Over $5,000,000 (Fixed Income) | 0.25% |
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DENALI WEALTH MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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