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THE MILWEALTH GROUP, LLC
CRD 108931 · SEC 801-56927
125 SOUTH 84TH STREET, SUITE 130, MILWAUKEE, WI, 53214-1498, United States
Phone
414-475-1369
Fax
414-475-0613
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$496.9M
Discretionary AUM
$488.4M
Team
8 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CLIENT TAX PREP SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $23.7M |
| High net worth individuals | 179 | $467.2M |
States served
IL, MN, WI, NH, FL
All web addresses on file
Official SEC filing: View on IAPD