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Building 2THE MILWEALTH GROUP, LLC

Map pinMILWAUKEE, WI
Phone414-475-1369
NotebookSEC #801-56927
Total AUM
$496.9M
Employees
8
Clients
237

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
125 SOUTH 84TH STREET
SUITE 130
MILWAUKEE
WI 53214-1498
United States
Operating Hours
8:00 A.M.-5:00 P.M.
Monday - Friday
Phone
414-475-1369

ReceiptFinancials

Total AUM
$496.9M
Accounts
822
Discretionary
$488.4M
Accounts
820
Non-Discretionary
$8.5M
Accounts
2

ContactClients

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Individual Clients
57
AUM
$23.7M
HNW Individual Clients
179
AUM
$467.2M
Corporation or Business Clients
1
AUM
$6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CLIENT TAX PREP SERVICES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMNNHWI

HandshakeAffiliates

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

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