Moller Wealth Partners
Firm details
- Headquarters
- Northfield, Illinois
- CRD number
- 110493
- Registered since
- February 18, 1992
- Website
- www.mollerfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.79%
- Individuals11.21%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Moller Wealth Partners operates as an independent registered investment adviser; it is SEC-registered (registered in 1992) and structured as a corporation owned by an individual. The firm serves individual and family clients, providing financial planning and portfolio management services for individuals and small businesses. Compensation is by a mix of percentage-of-AUM and fixed fees. Public filings indicate the firm does not position itself as a capital allocator, does not market ESG investing as a focus, and does not identify as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- State & Local Bonds7%
- Cash & Cash Equivalents7%
- Exchange Traded Equities5%
Owners & executives
1 of 1
Nathan Eads
President, CEOCRD 3161485
Contacts
2 of 2
Brian Fritzsche
Partner, Senior Financial PlannerCRD 6962514
Faith Charles
Partner, CCOCRD 6623073
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$558M in ETFs
96%
$536M
4%
$22.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| NORTHERN TRUST MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES ETF (GUNR) | Northern Trust | Passive | Natural Resources | $53.8M | 1,020,446 | 9.64% |
Location
Northfield, IL
Cook
Location
Northfield, IL
Headquartered in Northfield, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 1 Northfield Plz
- Time zone
- CT (UTC-6)
- Office locations
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