Morgan-aly Wealth Management, LLC
Morgan-aly Wealth Management, LLC is an SEC-registered mass-market adviser in Waukesha, WI with $105.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Morgan-aly Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328483, SEC 801-135514, data through 2026-04-02.
- AUM (assets under management / regulatory AUM)
- $105.3M (2026-04-02)
- Firm type
- Mass-Market Adviser
- Location
- Waukesha, WI
- Employees
- 3
- Clients
- 157
- CRD
- 328483
- Ownership
- Behr, Jason, L; HAYETT, JAMES, ARTHUR
How much AUM does Morgan-aly Wealth Management, LLC have?
Morgan-aly Wealth Management, LLC reported $105.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-02).
Who owns Morgan-aly Wealth Management, LLC?
Disclosed owners and executives of Morgan-aly Wealth Management, LLC include Behr, Jason, L, HAYETT, JAMES, ARTHUR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.