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| Keyboard |
| Morgan-Aly Wealth Management LLC
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|---|---|
| CRD # | 328483 |
| SEC # | 801-135514 |
| CIK # | |
| AUM | 105.3 M (2026-04-02) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 262-691-0100 |
| Address | N4W22370 Bluemound Rd Waukesha, WI 53186 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 136 | 41.3 |
| (b) Individuals (high net worth individuals) | 20 | 62.9 |
| (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 | 1 | 1.1 |
| (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 | 390 | 105.3 |
| By Discretionary | ||
| Discretionary | 390 | 105.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 390 | 105.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 105.2 | |
| Total | 390 | 105.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Access Capital LLC
✚
|
KS | 105.6 M |
|
Northwind Financial LLC
✚
|
OR | 105.4 M |
|
Innovative Financial LLC
✚
|
CO | 105.3 M |
|
MD Wealth Advisors Inc
✚
|
NJ | 105.2 M |
|
Petrie Capital Management LLC
✚
|
WA | 105.2 M |
|
Legacy Chief Financial Office LLC
✚
|
TX | 105.1 M |
|
Wealth Engagement LLC
✚
|
GA | 105.0 M |
|
Catalyst Wealth Management LLC
✚
|
TX | 105.0 M |
|
Piedmont Private Wealth LLC
✚
|
105.0 M | |
|
Plum Pointe Wealth Management LLC
✚
|
RI | 104.7 M |