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 is an independent, SEC‑registered advisory firm organized as a corporation and operating since 1992. The firm serves individual and family clients and emphasizes financial planning and portfolio management for individuals and small businesses. Its client billing mixes percentage‑of‑AUM fees with fixed fees. Moller Wealth Partners does not identify as a capital allocator, is not an active ESG investor, and is not registered as a multi‑state 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
Faith Charles
Partner, CCOCRD 6623073
Brian Fritzsche
Partner, Senior Financial PlannerCRD 6962514
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$558M in ETFs
96%
$536M
4%
$21.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND (GUNR) | Passive | Natural Resources | $51.7M | 1,048,389 | 9.26% |
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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