Mark Wierichs
Denali Wealth Management · Mequon, Wisconsin
Mark Wierichs is a fee-only financial advisor at Denali Wealth Management in Mequon, Wisconsin. Mark 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 7067826 |
| Exams passed | Series 65 (2018) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.denaliwm.com |
| Profile |
How Mark'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 Mark
Is Mark Wierichs a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark 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 Mark charge for financial advice?
Mark charges a percentage of assets.
Where is Mark Wierichs based?
Mark Wierichs is based in Mequon, Wisconsin.
What does Mark specialize in?
Mark's specialties include retirement planning. Mark works with ultra high net worth.
Is Mark Wierichs registered with the SEC?
Yes. Mark Wierichs is registered as an investment adviser representative in WI (CRD 7067826), 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 Mark Wierichs?
Through Mark'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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