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MOLLER WEALTH PARTNERS
Legal name: MOLLER WEALTH PARTNERS, INC.
CRD 110493File 801-40822
APPROVED
Retail clients
Custody
Filing as of Feb 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$755.9M
Above cohort median (national)
Discretionary AUM
$754.8M
Non-discretionary $1.2M
Clients
296
1,353 accounts
Employees
7
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 18, 1992
- Principal office
- ONE NORTHFIELD PLAZA, SUITE 200, NORTHFIELD, IL, 60093-1211
- Phone
- 847-441-7575
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $755.9M
- Discretionary AUM
- $754.8M
- Non-discretionary AUM
- $1.2M
- Discretionary accounts
- 1,352
- Non-discretionary accounts
- 1
- Total accounts
- 1,353
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 137 | $671.2M |
| Individuals (other than high net worth individuals) | 159 | $84.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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.