Adviser Profile
| As of Date | 05/02/2022 |
| Registration status | Registration Changed to JANSEN WEALTH MANAGEMENT LLC |
| ADV Location | ALTOONA, WI, United States |
| Contact Info | 715 xxxxxxx |
| AUM* | 65,598,231 |
| of that, discretionary | 65,598,231 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 155,446 |
| % High Net Worth | 9.77% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
66M
56M
47M
37M
28M
19M
9M
2021
2022
Private Funds
No private funds