← Directory
THE MILWEALTH GROUP, LLC
CRD 108931File 801-56927
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$496.9M
Above cohort median (national)
Discretionary AUM
$488.4M
Non-discretionary $8.5M
Clients
236
822 accounts
Employees
8
Above cohort median in WI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 27, 1999
- Principal office
- 125 SOUTH 84TH STREET, SUITE 130, MILWAUKEE, WI, 53214-1498
- Phone
- 414-475-1369
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $496.9M
- Discretionary AUM
- $488.4M
- Non-discretionary AUM
- $8.5M
- Discretionary accounts
- 820
- Non-discretionary accounts
- 2
- Total accounts
- 822
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $6.0M |
| High net worth individuals | 179 | $467.2M |
| Individuals (other than high net worth individuals) | 57 | $23.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.