Denarius Wealth Management

Denarius Wealth Management (CRD# 168989) is a financial advisory firm headquartered in , . They manage $1,800,000 in 41 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $43,902
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
  • Educational seminars/workshops
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.

WI

Financial Advisors at Denarius Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Chadwick J. Oldenburg, CFP®, MBA
CRD#: 5999601
519 E Parkway Blvd, Appleton, WI 54911
103
Wealthminder
score

Chadwick is the founder of Denarius Wealth Management LLC. Our mission is to build long term relationships with our clients by helping them secure their financial future and manage their success. We see ourselves as personal CFOs; providing our clients with guidance, support and service to manage their financial affairs, while they concentrate on strategy and enjoy the fruits of their hard work.

Prior to starting Denarius Wealth Management, Chadwick was a co-owner and Portfolio Manager at an RIA in Wauwatosa, Wisconsin which provided investment advisory services and insurance solutions to individuals, businesses, and non-profit corporations.
 

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
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.