Mueller Wealth
Mueller Wealth is an SEC-registered mass-market adviser in Mishicot, WI with $148.1M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Mueller Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306943, SEC 801-132250, data through 2026-02-06.
- AUM (assets under management / regulatory AUM)
- $148.1M (2026-02-06)
- Firm type
- Mass-Market Adviser
- Location
- Mishicot, WI
- Employees
- 5
- Clients
- 395
- CRD
- 306943
- Ownership
- MUELLER, ROSS, ANTHONY
How much AUM does Mueller Wealth have?
Mueller Wealth reported $148.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-06).
Who owns Mueller Wealth?
Disclosed owners and executives of Mueller Wealth include MUELLER, ROSS, ANTHONY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.