Mueller Wealth
Firm details
- Headquarters
- Mishicot, Wisconsin
- CRD number
- 306943
- Registered since
- March 27, 2025
- Website
- www.muellerwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals55.38%
- HNWI42.32%
- Corporations / Businesses2.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Mueller Wealth is an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm serves both individual and family clients as well as institutional accounts, offering a mix of financial planning and discretionary portfolio management alongside non-discretionary services. Its fee model includes percentage-of-AUM billing plus hourly and fixed-fee engagements, and the firm also operates as an insurance broker, which informs parts of its product mix. Advisory capabilities documented on the ADV include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting, and educational seminars or workshops. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities79%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents3%
- Private Funds2%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Ross Mueller
CEO and FounderCRD 2453706
Contacts
1 of 1
Parker Mueller
Wealth AdvisorCRD 7140299
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$214M in ETFs
68%
$146M
6%
$67.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $27.2M | 309,978 | 12.73% |
Location
Mishicot, WI
Manitowoc
Location
Mishicot, WI
Headquartered in Mishicot, WI, in the Midwest of the United States.
- Region
- Midwest
- County
- Manitowoc
- Address
- 524 E Main St
- Time zone
- CT (UTC-6)
- Office locations
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