MOLLER WEALTH PARTNERS

Overview

Moller Wealth Partners is an independent registered investment adviser that serves individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm runs a fee model that combines a percentage-of-assets and fixed fees. Its investment program is centered on public funds—mutual funds and ETFs—rather than direct stock-picking or broad allocations to external alternative fund managers. The firm is not positioned as an ESG-focused allocator. Investment activity shows a clear preference for pooled public vehicles and ETF exposure, with portfolio construction driven by fund-level allocations rather than a large menu of individual equities. Advisory work is primarily discretionary, and the adviser does not present itself as a multi-state or pension consultant practice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices