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MOLLER WEALTH PARTNERS

MOLLER WEALTH PARTNERS, INC.

CRD 110493 · SEC 801-40822

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ONE NORTHFIELD PLAZA, SUITE 200, NORTHFIELD, IL, 60093-1211, United States

Phone

847-441-7575

Fax

847-441-7684

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$755.9M

Discretionary AUM

$754.8M

Team

7 total employees; 4 advisory reps

Clients

251-500

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-02-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals159$84.7M
High net worth individuals137$671.2M

States served

IL, IN, LA, WI, WA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD