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Building 2MORGAN-ALY WEALTH MANAGEMENT, LLC

Map pinWAUKESHA, WI
Phone2626910100
NotebookSEC #801-135514
Total AUM
$105.3M
Employees
3
Clients
157

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
N4W22370 BLUEMOUND RD
SUITE 204
WAUKESHA
WI 53186
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
2626910100

ReceiptFinancials

Total AUM
$105.3M
Accounts
390
Discretionary
$105.3M
Accounts
390
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
136
AUM
$41.3M
HNW Individual Clients
20
AUM
$62.9M
Pension/Profit Sharing Plan Clients
1
AUM
$1.1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMNTXWI

HandshakeAffiliates

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

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