Denali Wealth Management Carl Valim

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

342

Total plan assets

$49.0M

Filings (rows)

Direct comp

$89K

Indirect comp

Showing only "DENALI WEALTH MANAGEMENT CARL VALIM"

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DENALI WEALTH MANAGEMENT15 DENALI WEALTH MANAGEMENT- CARL VALI7 DENALI WEALTH MANAGEMENT CARL VALIM3 DENALI WEALTH MGMT1

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Northside Elevator, Inc. Northside Elevator, Inc. Profit Sharing Plan · all filings	LOYAL, WI	Advisor / Consultant	108	$18.8M	$34K	$0
Northside Elevator, Inc. Northside Elevator, Inc. Profit Sharing Plan · all filings	LOYAL, WI	Advisor / Consultant	116	$16.6M	$29K	$0
Northside Elevator, Inc. Northside Elevator, Inc. Profit Sharing Plan · all filings	LOYAL, WI	Advisor / Consultant	118	$13.7M	$26K	$0