Denali Wealth Management, Inc.
- Regulatory AUM
- $226M
- Discretionary
- $226M
- Clients
- 243
- Avg AUM / client
- $931K
- Accounts
- 417
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 141 | $34.5M | 15.3% |
| High net worth individuals | 95 | $173M | 76.3% |
| Pension and profit sharing plans | Fewer than 5 clients | $13.6M | 6.0% |
| Charitable organizations | Fewer than 5 clients | $1.4M | 0.62% |
| Corporations and other businesses | 7 | $4.0M | 1.79% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Northside Elevator, Inc. Profit Sharing Plan Northside Elevator, Inc. | 2024 | |
| Nord Gear Corporation 401(k) Profit Sharing Plan Nord Gear Corporation | 2024 | |
| Hupy And Abraham, S.C. 401(k) Profit Sharing Plan Hupy And Abraham, S.C. | 2024 | |
| Software One, Inc. 401(k) Profit Sharing Plan Software One, Inc. | 2024 | |
| Shared Imaging, Llc 401(k) Savings Plan & Trust Shared Imaging, Llc | 2024 | |
| Zero Zone, Inc. 401(k) Savings Plan Zero Zone, Inc. | 2024 | |
| Capitol Husting Company Inc. Savings And Retirement Plan And Trust Capitol Husting Company Inc. | 2024 | |
| Lesaffre International Corporation Retirement Savings Plan Lesaffre International Corporation | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carl Allen Valimont | President, Chief Compliance Officer | Apr 2010 (16y) | 75% or more | |
| Lane Dillon Valimont | Registered representative | Jan 2023 (4y) | ||
| Jeffrey Allen Rochon | Registered representative | Jan 2025 (2y) | ||
| Mark Allyn Wierichs | Registered representative | Jan 2025 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (8)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Northside Elevator, Inc. Profit Sharing Plan | Northside Elevator, Inc. | 108 | $18.8M | 09/01/2024 |
| Nord Gear Corporation 401(k) Profit Sharing Plan | Nord Gear Corporation | 505 | $42.2M | 01/01/2024 |
| Hupy And Abraham, S.C. 401(k) Profit Sharing Plan | Hupy And Abraham, S.C. | 159 | $18.4M | 01/01/2024 |
| Software One, Inc. 401(k) Profit Sharing Plan | Software One, Inc. | 396 | $51.0M | 01/01/2024 |
| Shared Imaging, Llc 401(k) Savings Plan & Trust | Shared Imaging, Llc | 309 | $18.5M | 01/01/2024 |
| Zero Zone, Inc. 401(k) Savings Plan | Zero Zone, Inc. | 547 | $59.4M | 01/01/2024 |
| Capitol Husting Company Inc. Savings And Retirement Plan And Trust | Capitol Husting Company Inc. | 179 | $22.5M | 01/01/2024 |
| Lesaffre International Corporation Retirement Savings Plan | Lesaffre International Corporation | 631 | $118M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 907 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $225M (99% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗