The Milwealth Group, LLC

RIASEC Registered

Total AUM

$497M

Discretionary

$488M

98% of AUM

Avg account

$605K

Accounts

822

Employees

8

Advisory reps

5

Firm details

Headquarters: Milwaukee, Wisconsin
CRD number: 108931
Registered since: October 27, 1999
Website: mgfin.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI94.02%
Individuals4.76%
Corporations / Businesses1.22%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

The Milwealth Group, LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 1999. The firm focuses on financial planning and portfolio management for individuals and small businesses and charges fees based on a percentage of assets under management. Its client base is primarily individual and family households, and the firm identifies as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds96%
Cash & Cash Equivalents3%
Private Funds1%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 55

Active vs passive

$461M in ETFs

Passive

79%

$364M

Active

20%

$96.3M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD MORNINGSTAR LARGE-CAP INDEX FUND (VV)	Vanguard	Passive	Large Blend	$105M	298,652	22.81%

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Primary office

Milwaukee, WI

Milwaukee

Location

Milwaukee, WI

Headquartered in Milwaukee, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.

Metro area: Milwaukee-Racine-Waukesha, WI
Region: Midwest
County: Milwaukee
Address: 125 S 84th St
Time zone: CT (UTC-6)
Office locations

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