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 LLC is an independent registered investment adviser that operates as a privately owned firm. The adviser is SEC-registered (2025) and reports an owner structure categorized as an individual. Its client base spans individuals and families as well as institutional relationships. Fee arrangements are flexible: the firm uses asset-based fees alongside hourly and fixed-fee engagements. Service offerings combine financial planning and portfolio management for both individuals/small businesses and for businesses or institutional clients. The firm also lists pension consulting services and runs educational seminars or workshops. Mueller Wealth acts as an insurance broker in addition to its advisory activities, which helps explain its use of insurance-linked products in client solutions. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1ROSS MUELLER
CEO and FounderCRD 2453706
Contacts
1 of 1Parker Mueller
Wealth AdvisorCRD 7140299
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$182M in ETFs
69%
$125M
7%
$57M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $22.4M | 292,848 | 12.31% |
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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