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 an LLC and registered with the SEC in 2025. The firm serves both individual and family clients as well as institutional accounts, offering portfolio management, financial planning, pension consulting services and educational workshops. It also operates as an insurance broker and uses a mix of fee arrangements — percentage of AUM, hourly billing and fixed fees. Mueller Wealth is not positioned as a capital allocator or multi-state adviser, and it 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 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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