The Milwealth Group, LLC
The Milwealth Group, LLC is an SEC-registered wealth manager in Milwaukee, WI with $496.9M assets under management (AUM, regulatory AUM), +14% over one year. See who owns The Milwealth Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108931, SEC 801-56927, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $496.9M (2026-03-25)
- Firm type
- Wealth Manager
- Location
- Milwaukee, WI
- Employees
- 8
- Clients
- 236
- CRD
- 108931
- Ownership
- GRITTINGER, SCOTT, DAVID; MCCARTHY, JOHN, THOMAS; WEIL, MICHAEL, JOHN; MILER, MATTHEW, T.; SCHNEIDER, JACQUELINE, ANN
How much AUM does The Milwealth Group, LLC have?
The Milwealth Group, LLC reported $496.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns The Milwealth Group, LLC?
Disclosed owners and executives of The Milwealth Group, LLC include GRITTINGER, SCOTT, DAVID, MCCARTHY, JOHN, THOMAS, WEIL, MICHAEL, JOHN, MILER, MATTHEW, T., SCHNEIDER, JACQUELINE, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.