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MORGAN-ALY WEALTH MANAGEMENT, LLC
CRD 328483 · SEC 801-135514
N4W22370 BLUEMOUND RD, SUITE 204, WAUKESHA, WI, 53186, United States
Phone
2626910100
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$105.3M
Discretionary AUM
$105.3M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 136 | $41.3M |
| High net worth individuals | 20 | $62.9M |
| Pension/profit sharing plans | 1 | $1.1M |
States served
MN, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD