Denarius Wealth Management

Denarius Wealth Management (CRD# 168989) is a financial advisory firm headquartered in Appleton, WI. They manage $4,200,000 in 62 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3701 E Evergreen Dr Ste 225, Appleton, WI 54913
http://www.denariuswealth.com
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $67,742
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
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 Oldenburg, CFP®, MBA, financial advisor Appleton WI
Chadwick J. Oldenburg, CFP®, MBA
CRD#: 5999601
3701 E Evergreen Dr Ste 225, Appleton, WI 54913

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.
 

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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