Denali Wealth Management, Inc.

EST. AUM
$182,964,000

CONTACTS
3

CLIENT ACCOUNTS
376

Firm Details

Metro area Milwaukee
CRD Number 153323
Website denaliwm.com
Client types

Overview

Denali Wealth Management, Inc., founded in 2010 and based in Mequon/Milwaukee, WI, is a boutique fee‑only RIA led by owner Carl A. Valimont. With approximately $183 million in discretionary assets under management, the firm offers personalized wealth management, retirement planning, and investment counseling. Its fiduciary-first approach ensures independent, client‑focused guidance free from commission conflicts. Denali structures long-term strategies based on modern investing principles, prioritizing risk management, preservation, and growth of client assets.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Denali Wealth Management, Inc.

Platform Details

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