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 registered investment adviser that has been SEC-registered since 1999. Structurally organized as an LLC and owned by an individual, the firm serves individual and family clients with a fee model tied to a percentage of assets under management. Its core advisory services are financial planning and discretionary portfolio management for individuals and small businesses. The firm identifies as an active ESG investor, indicating environmental, social, or governance criteria factor into its investment choices.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 96%, Cash & Cash Equivalents 3%, Private Funds 1%96%
  • Public Funds/Mutual Funds96%
  • Cash & Cash Equivalents3%
  • Private Funds1%

Contacts

3 of 5
  • Jacqueline Schneider

    Jacqueline Schneider

    PartnerCRD 5279285

  • Matthew Miler

    Matthew Miler

    PartnerCRD 5294615

  • Alicia Nordwig

    Alicia Nordwig

    AdvisorCRD 5322234

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 52

Active vs passive

$467M in ETFs

Passive

79%

$369M

Active

20%

$97.6M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD LARGE-CAP INDEX FUND (VV)VanguardPassiveLarge Blend$104M301,37622.20%
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Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth