The Milwealth Group, LLC
Firm details
- Headquarters
- Milwaukee, Wisconsin
- CRD number
- 108931
- Registered since
- October 27, 1999
- Website
- mgfin.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.02%
- Individuals4.76%
- Corporations / Businesses1.22%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
The Milwealth Group, LLC is an independent, SEC-registered registered investment adviser formed as an LLC and operating since 1999. The firm is owner-operated and focuses on individual and family clients, offering financial planning and discretionary portfolio management tailored to individuals and small businesses. Its fee model is a percentage of assets under management. The firm identifies as an active ESG investor, indicating environmental, social, or governance factors are integrated into at least some of its investment decision-making.
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
- Public Funds/Mutual Funds96%
- Cash & Cash Equivalents3%
- Private Funds1%
Contacts
3 of 5
Jacqueline Schneider
PartnerCRD 5279285
Amy Finley
AdvisorCRD 4592276
Jacob Hornak
AdvisorCRD 6983549
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$467M in ETFs
79%
$369M
20%
$97.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD LARGE-CAP INDEX FUND (VV) | Vanguard | Passive | Large Blend | $104M | 301,376 | 22.20% |
Location
Milwaukee, WI
Milwaukee
Location
Milwaukee, WI
Headquartered in Milwaukee, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Milwaukee
- Address
- 125 S 84th St
- Time zone
- CT (UTC-6)
- Office locations
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