# Lane Valimont

> Lane Valimont is a fee-only financial advisor at Denali Wealth Management in Mequon, Wisconsin. Lane charges a percentage of assets and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/lane-valimont/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Denali Wealth Management
- **Based in:** Mequon, Wisconsin
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $226.1M across 417 accounts
- **Specialties:** Retirement planning
- **Works with:** Ultra high net worth
- **CRD:** 7691308 (https://adviserinfo.sec.gov/individual/summary/7691308)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 65 (2023)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.denaliwm.com

## Frequently asked questions

### Is Lane Valimont a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Lane 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 Lane charge for financial advice?

Lane charges a percentage of assets.

### Where is Lane Valimont based?

Lane Valimont is based in Mequon, Wisconsin.

### What does Lane specialize in?

Lane's specialties include retirement planning. Lane works with ultra high net worth.

### Is Lane Valimont registered with the SEC?

Yes. Lane Valimont is registered as an investment adviser representative in WI (CRD 7691308), 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 Lane Valimont?

Through Lane's website, www.denaliwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7691308): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://denaliwm.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.