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MUELLER WEALTH
Legal name: MUELLER WEALTH, LLC
CRD 306943File 801-132250
APPROVED
Retail clients
Custody
Filing as of Feb 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$148.1M
Bottom 25% of cohort (national)
Discretionary AUM
$143.6M
Non-discretionary $4.5M
Clients
395
936 accounts
Employees
5
Bottom 25% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 27, 2025
- Principal office
- 524 E. MAIN STREET, MISHICOT, WI, 54228
- Phone
- 920-267-6710
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $148.1M
- Discretionary AUM
- $143.6M
- Non-discretionary AUM
- $4.5M
- Discretionary accounts
- 899
- Non-discretionary accounts
- 37
- Total accounts
- 936
- AUM per client
- $375K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $3.4M |
| High net worth individuals | 55 | $62.7M |
| Individuals (other than high net worth individuals) | 333 | $82.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- 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.