Chadwick Oldenburg
Denarius Wealth Management · Appleton, Wisconsin
Chadwick Oldenburg is a fee-only financial advisor at Denarius Wealth Management in Appleton, Wisconsin, who holds the CFP credential. Chadwick charges a percentage of assets and focuses on estate & legacy planning.
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Specialties
Facts
| Firm | Denarius Wealth Management |
|---|---|
| Based in | Appleton, Wisconsin |
| Fee model | Percentage of assets |
| Assets under management | $3.8M across 50 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WI · CRD 5999601 |
| Exams passed | Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.denariuswealth.com |
| Profile |
How Chadwick's firm compares
- Denarius Wealth Management's average account is about $76,000, from its Form ADV (assets managed divided by 50 accounts).
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Questions about Chadwick
Is Chadwick Oldenburg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chadwick holds no broker registration, and Denarius Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Chadwick charge for financial advice?
Chadwick charges a percentage of assets.
Where is Chadwick Oldenburg based?
Chadwick Oldenburg is based in Appleton, Wisconsin.
What does Chadwick specialize in?
Chadwick's specialties include estate & legacy planning.
What credentials does Chadwick Oldenburg hold?
Chadwick Oldenburg holds the CFP credential.
Is Chadwick Oldenburg registered with the SEC?
Yes. Chadwick Oldenburg is registered as an investment adviser representative in WI (CRD 5999601), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Denarius Wealth Management manage?
Denarius Wealth Management reports $3.8M across 50 accounts in assets under management.
How do I contact Chadwick Oldenburg?
Through Chadwick's website, www.denariuswealth.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
- Denarius 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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