Mueller Wealth
Firm details
- Headquarters
- Mishicot, Wisconsin
- CRD number
- 306943
- Registered since
- March 27, 2025
- Website
- www.muellerwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals55.38%
- HNWI42.32%
- Corporations / Businesses2.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Mueller Wealth LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm serves both individual and family clients as well as institutional accounts, combining financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars with insurance brokerage services. Its owner structure is individual-owned and it charges a mix of fees (percentage of assets under management, hourly fees, and fixed fees). Mueller Wealth does not position itself as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities79%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents3%
- Private Funds2%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$229M in ETFs
68%
$157M
6%
$72.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $29M | 322,835 | 12.64% |
Location
Mishicot, WI
Manitowoc
Location
Mishicot, WI
Headquartered in Mishicot, WI, in the Midwest of the United States.
- Region
- Midwest
- County
- Manitowoc
- Address
- 524 E Main St
- Time zone
- CT (UTC-6)
- Office locations
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