THE MILWEALTH GROUP, LLC
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
FINTRXOverview
The Milwealth Group, LLC is an independent registered investment adviser that has been SEC-registered since 1999. The firm is organized as an LLC and is owned by an individual. Its client focus is individuals and families, and it charges fees based on a percentage of assets under management. Advisory services emphasize financial planning and portfolio management for individuals and small businesses. The firm identifies as an active ESG investor and does not operate as a capital allocator or a pension consultant.
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
- Public Funds/Mutual Funds96%
- Cash & Cash Equivalents3%
- Private Funds1%
Contacts
3 of 5JACQUELINE SCHNEIDER
PartnerCRD 5279285
AMY FINLEY
AdvisorCRD 4592276
Jacob Hornak
AdvisorCRD 6983549
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$419M in ETFs
79%
$331M
20%
$87.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD LARGE-CAP INDEX FUND (VV) | Vanguard | Passive | Large Blend | $88.4M | 295,789 | 21.11% |
Location
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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