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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

DENALI WEALTH MANAGEMENT, INC.

CRD 153323

MEQUON, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:232de60c-fa2d-9390-6ae4-003131e30334

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 6
On other graphs: 0
Observed: Feb 16, 2012 to Mar 18, 2026
27 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.92 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $226MItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $226M
Private client RAUM: $207MderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $56.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 417
Individual clients: 141
High net worth clients: 95
SEC number: 801-71260
CRD: 153323
Filings on the tape: 27
First filed: Feb 16, 2012
Latest filed: Mar 18, 2026
Organised: Corporation, WI
Website: denaliwm.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CARL ALLEN VALIMONT	n/a	MEQUON, WI	16	26	2	no
Lane Dillon Valimont	n/a	MEQUON, WI	3	11	n/a	no
JEFFREY ALLEN ROCHON	n/a	MEQUON, WI	1	18	n/a	no
Mark Allyn Wierichs	n/a	MEQUON, WI	1	13	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
VALIMONT, CARL, ALLEN	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	yes	04/2010	Feb 16, 2012	Jul 5, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026	$226M	$226M	6	4	0	n/a	n/a
2024	Feb 19, 2025	$183M	$183M	6	4	0	n/a	n/a
2023	Mar 18, 2024	$257M	$257M	8	6	1	n/a	n/a
2022	Feb 9, 2023	$210M	$202M	8	6	1	n/a	n/a
2021	Mar 7, 2022	$229M	$220M	7	5	1	n/a	n/a
2020	Mar 15, 2021	$93.4M	$85.2M	5	3	0	n/a	n/a
2019	Feb 13, 2020	$90.6M	$83.3M	5	3	0	n/a	n/a
2018	Mar 28, 2019	$76.0M	$69.7M	4	4	1	n/a	n/a
2017	Mar 31, 2018	$310M	$80.5M	3	3	1	n/a	n/a
2016	Mar 21, 2017	$256M	$61.0M	6	3	n/a	n/a	n/a
2015	Jan 19, 2016	$213M	$47.5M	5	3	n/a	n/a	n/a
2014	Jan 23, 2015	$196M	$51.0M	5	3	n/a	n/a	n/a
2013	Feb 24, 2014	$162M	$47.6M	3	3	n/a	n/a	n/a
2012	Feb 1, 2013	$134M	$41.9M	3	3	n/a	n/a	n/a
2011	Feb 16, 2012	$92.6M	$33.7M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$226M	$183M	23.6%	$210M	2.5%	6	6	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
THE KIECKHEFER GROUP	2	Jul 2, 2024	Jun 25, 2024	MEQUON, WI	Team lift out	RIA to new firm	50.0%

Relationships

Registered with (6)

← JEFFREY ALLEN ROCHONAdvisorregistration: current employment
Jan 2, 2025 to presentfactForm ADV
← Mark Allyn WierichsAdvisorregistration: current employment
Jan 2, 2025 to presentfactForm ADV
← Lane Dillon ValimontAdvisorregistration: current employment
Jan 25, 2023 to presentfactForm ADV
← CARL ALLEN VALIMONTAdvisorregistration: current employment
Apr 1, 2010 to presentfactForm ADV
← ROBERT ALLISON KIECKHEFERAdvisorregistration: previous registration
Jun 15, 2021 to Jul 2, 2024factForm ADV
← Evan SalmelaAdvisorregistration: previous registration
Jul 13, 2021 to Jul 2, 2024factForm ADV

Controls (1)

← VALIMONT, CARL, ALLENOwnerPRESIDENT, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Feb 16, 2012 to Jul 5, 2024factForm ADV

Moved with (1)

→ THE KIECKHEFER GROUPRegistered adviser2 advisors, team lift out, same day
Jul 2, 2024 to Jun 25, 2024factForm ADV

Dated events

Occurred
Jul 2, 2024
Team lift-out
2 advisors left Denali Wealth Management, Inc. (Mequon, WI) for The Kieckhefer Group on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Jul 2, 2024
Advisor changed firm
Evan Salmela left Denali Wealth Management, Inc. for The Kieckhefer Group (registered 2024-06-05)
Form ADVobserved 6 days ago
Occurred
Jul 2, 2024
Advisor changed firm
Robert Allison Kieckhefer left Denali Wealth Management, Inc. for The Kieckhefer Group (registered 2024-06-25)
Form ADVobserved 6 days ago
Occurred
Sep 26, 2023
Control person left
John Daniel Ringsred (Member) no longer on Schedule A of Denali Wealth Management, Inc. (listed 2023-02-09, absent 2023-09-26)
Form ADVobserved 6 days ago
Occurred
Mar 7, 2022
Regulatory AUM changed
Denali Wealth Management, Inc. reported RAUM $229.0M, up 145% from $93.4M (2021-03-15 to 2022-03-07)
Form ADVobserved 6 days ago
$136M
Occurred
Oct 5, 2018
Regulatory AUM changed
Denali Wealth Management, Inc. reported RAUM $80.5M, down 74% from $310.1M (2018-07-25 to 2018-10-05)
Form ADVobserved 6 days ago
$-230M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:232de60c-fa2d-9390-6ae4-003131e30334
First observed: Feb 16, 2012
Last observed: Mar 18, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DENALI WEALTH MANAGEMENT, INC.

CRD 153323

MEQUON, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:232de60c-fa2d-9390-6ae4-003131e30334

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:13 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CARL ALLEN VALIMONT

n/a

MEQUON, WI

Lane Dillon Valimont

n/a

MEQUON, WI

n/a

JEFFREY ALLEN ROCHON

n/a

MEQUON, WI

n/a

Mark Allyn Wierichs

n/a

MEQUON, WI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

VALIMONT, CARL, ALLEN

PRESIDENT, CHIEF COMPLIANCE OFFICER

yes

04/2010

Feb 16, 2012

Jul 5, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$226M

n/a

2024

Feb 19, 2025

$183M

n/a

2023

Mar 18, 2024

$257M

n/a

2022

Feb 9, 2023

$210M

$202M

n/a

2021

Mar 7, 2022

$229M

$220M

n/a

2020

Mar 15, 2021

$93.4M

$85.2M

n/a

2019

Feb 13, 2020

$90.6M

$83.3M

n/a

2018

Mar 28, 2019

$76.0M

$69.7M

n/a

2017

Mar 31, 2018

$310M

$80.5M

n/a

2016

Mar 21, 2017

$256M

$61.0M

n/a

2015

Jan 19, 2016

$213M

$47.5M

n/a

2014

Jan 23, 2015

$196M

$51.0M

n/a

2013

Feb 24, 2014

$162M

$47.6M

n/a

2012

Feb 1, 2013

$134M

$41.9M

n/a

2011

Feb 16, 2012

$92.6M

$33.7M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$226M

$183M

23.6%

$210M

2.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

THE KIECKHEFER GROUP

Jul 2, 2024

Jun 25, 2024

MEQUON, WI

Team lift out

RIA to new firm

50.0%