|
⚲
|
| Moller Wealth Partners Inc
✚
| |
|---|---|
| CRD # | 110493 |
| SEC # | 801-40822 |
| CIK # | 0001475271 |
| AUM | $565.4 MM (2024-08-01) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 847-441-7575 |
| Address | One Northfield Plaza, Suite 200 Northfield, IL 60093-1211 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| PG | 338,108.9 | 1.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 142 | 56.4 |
| (b) Individuals (high net worth individuals) | 121 | 509.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,192 | 565.4 |
| By Discretionary | ||
| Discretionary | 1,190 | 564.3 |
| Non-Discretionary | 2 | 1.0 |
| Total | 1,192 | 565.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 565.1 | |
| Total | 1,192 | 565.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001475271] |
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|---|---|---|
|
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✚
|
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|
McCarthy & Cox Retirement & Estate Specialists LLC
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OH | 0.6 |
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NorthStar Asset Management Company LLC
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PA | 0.6 |
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DE | 0.6 |
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John W Brooker & Co CPAS PC
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CA | 0.6 |
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Murphy Pohlad Asset Management LLC
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MN | 0.6 |
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Financial Directions LLC
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AZ | 0.6 |
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Epsilon Financial Group Inc
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CA | 0.6 |