Data / Investment advisers / Wisconsin / Mueller Wealth
Mueller Wealth, Mishicot, WI: $148 million AUM, SEC registered investment adviser
Mueller Wealth is an SEC registered investment adviser with its main office in Mishicot, Wisconsin and reports $148 million in regulatory assets under management in its Form ADV filed August 28, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 306943
- SEC file number
- 801-132250
- SEC status
- Approved, effective March 27, 2025
- Legal name
- Mueller Wealth, LLC
- Main office
- 524 E. Main Street, Mishicot, WI 54228
- Phone
- (920) 267-6710
- Regulatory AUM
- $148,102,768 in the Form ADV filed August 28, 2026
- Discretionary AUM
- $143,635,695
- Non discretionary AUM
- $4,467,073
- Accounts
- 936
- Employees
- 5, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 333 | $82 million |
| High net worth individuals | 55 | $62.7 million |
| Corporations or other businesses | 7 | $3.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $148.1 million | January 30, 2026 |
| December 1, 2025 | $121.3 million | October 14, 2025 |
Other advisers in Wisconsin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sycamore Investment Consulting Services, LLC | Madison | $159.6 million | Not listed | adviserinfo.sec.gov |
| Retirement Income Strategies, LLC | Evansville | $159 million | Not listed | adviserinfo.sec.gov |
| Plus Group Wealth Advisors, LLC | Belgium | $158.9 million | Not listed | adviserinfo.sec.gov |
| Titletown Wealth Management, LLC | Green Bay | $150.3 million | Not listed | adviserinfo.sec.gov |
| Financial Strategies, Inc. | Brookfield | $149.8 million | Not listed | adviserinfo.sec.gov |
| CLF Asset Management, Inc. | Madison | $146.9 million | Not listed | adviserinfo.sec.gov |
| MLG Fund Manager LLC | Brookfield | $143.6 million | 1 | adviserinfo.sec.gov |
| Verus Wealth Management | De Pere | $143.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Wisconsin
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Mueller Wealth on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.