Carl Valimont
Denali Wealth Management · Mequon, Wisconsin
Carl Valimont is a fee-only financial advisor at Denali Wealth Management in Mequon, Wisconsin. Carl charges a percentage of assets and focuses on retirement planning.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Denali Wealth Management |
|---|---|
| Based in | Mequon, Wisconsin |
| Fee model | Percentage of assets |
| Assets under management | $226.1M across 417 accounts |
| SEC registration | Investment adviser representative in WI · CRD 4570934 |
| Exams passed | Series 63 (2005) · Series 65 (1999) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.denaliwm.com |
How Carl's firm compares
- Denali Wealth Management's average account is about $542,000, from its Form ADV (assets managed divided by 417 accounts).
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Questions about Carl
Is Carl Valimont a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carl holds no broker registration, and Denali Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carl charge for financial advice?
Carl charges a percentage of assets.
Where is Carl Valimont based?
Carl Valimont is based in Mequon, Wisconsin.
What does Carl specialize in?
Carl's specialties include retirement planning. Carl works with ultra high net worth.
Is Carl Valimont registered with the SEC?
Yes. Carl Valimont is registered as an investment adviser representative in WI (CRD 4570934), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Denali Wealth Management manage?
Denali Wealth Management reports $226.1M across 417 accounts in assets under management.
How do I contact Carl Valimont?
Through Carl's website, www.denaliwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Denali Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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