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MUELLER WEALTH

MUELLER WEALTH, LLC

CRD 306943 · SEC 801-132250

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524 E. MAIN STREET, MISHICOT, WI, 54228, United States

Phone

920-267-6710

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$148.1M

Discretionary AUM

$143.6M

Team

5 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-06

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminarsCONSULTING

Client types

TypeClientsAUM
Individuals333$82.0M
High net worth individuals55$62.7M
Corporations/business entities7$3.4M

States served

WI, NH

All web addresses on file

Official SEC filing: View on IAPD