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Denarius Wealth Management
DENARIUS WEALTH MANAGEMENT is an SEC-registered investment adviser in APPLETON, WI. The firm manages approximately $4 million in regulatory assets.
Denarius Wealth Management
DENARIUS WEALTH MANAGEMENT is an SEC-registered investment adviser in APPLETON, WI. The firm manages approximately $4 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Appleton
Corporate office
United States
Sector focus
Frequently asked questions
Is Denarius Wealth Management a single-family office or multi-family office?
Denarius Wealth Management is structured as a multi-family office and operates as a registered investment advisor. Its ADV filings indicate discretionary management authority over client assets, suggesting it serves multiple families rather than a single lineage.
What investment strategies does Denarius Wealth Management pursue?
The firm allocates across private credit, real estate, hedge funds, and infrastructure. Its regulatory profile suggests a mix of liquid alternatives and illiquid direct investments.
Does Denarius Wealth Management disclose its assets under management?
No. The firm does not publish its AUM in public filings or marketing materials. Its SEC registration status does not require public AUM disclosure for RIAs when the firm is not actively soliciting investment advisory clients.
Where is Denarius Wealth Management headquartered?
The firm's headquarters are located in the United States. Its exact city and street address are not publicly listed.
Who manages Denarius Wealth Management?
The principals and executive team are not publicly named in accessible sources. The firm's ADV filing would list direct owners and key personnel, but those details are not in public records available.
Does Denarius Wealth Management invest via fund-of-funds or direct deals?
Based on its reported strategy mix, the firm likely uses both — direct investments in private credit and infrastructure deals alongside hedge fund allocations that may be fund-of-funds or direct-traded vehicles.
Is Denarius Wealth Management open to new clients?
The firm's RIA status suggests it can accept additional advisory clients, but its multi-family office positioning indicates a capped client base. There is no public marketing to new clients.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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