Denali Wealth Management Advisors, LLC

Denali Wealth Management Advisors, LLC (CRD# 173586) is a financial advisory firm headquartered in Indianapolis, IN. They manage $14,122,880 in 34 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $415,379
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Denali Wealth Management Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
William R. Owen
CRD#: 4585903
300 N. Meridian Street, Suite 1100, Indianapolis, IN 46204
96
Wealthminder
score

William Owen (CRD# 4585903) is an Investment Advisor Representative working at Denali Wealth Management Advisors, LLC in Indianapolis, IN and has over 15 years of experience in the finance industry. William Owen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Hannah J. Cash
CRD#: 6642711
300 N. Meridian Street, Suite 1100, Indianapolis, IN 46204
90
Wealthminder
score

Hannah Cash (CRD# 6642711) is an Investment Advisor Representative working at Denali Wealth Management Advisors, LLC in Indianapolis, IN and has 1 year of experience in the finance industry.

3
Howard I. Gross
CRD#: 4577964
300 N. Meridian Street, Suite 1100, Indianapolis, IN 46204
90
Wealthminder
score

Howard Gross (CRD# 4577964) is an Investment Advisor Representative working at Denali Wealth Management Advisors, LLC in Indianapolis, IN and has 1 year of experience in the finance industry. Howard Gross has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Steven A. Eichenberger
CRD#: 4577970
300 N. Meridian Street, Suite 1100, Indianapolis, IN 46204
87
Wealthminder
score

Steven Eichenberger (CRD# 4577970) is an Investment Advisor Representative working at Denali Wealth Management Advisors, LLC in Indianapolis, IN and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.