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Building 2MUELLER WEALTH

Map pinMISHICOT, WI
Phone920-267-6710
NotebookSEC #801-132250
Total AUM
$148.1M
Employees
5
Clients
395

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
524 E. MAIN STREET
MISHICOT
WI 54228
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
920-267-6710
Other Offices
2

ReceiptFinancials

Total AUM
$148.1M
Accounts
936
Discretionary
$143.6M
Accounts
899
Non-Discretionary
$4.5M
Accounts
37

ContactClients

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Individual Clients
333
AUM
$82M
HNW Individual Clients
55
AUM
$62.7M
Corporation or Business Clients
7
AUM
$3.4M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NHWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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