|
⚲
|
| Keyboard |
| Mueller Wealth LLC
✚
|
|
|---|---|
| CRD # | 306943 |
| SEC # | 801-132250 |
| CIK # | 0002110608 |
| AUM | 148.1 M (2026-02-06) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 920-267-6710 |
| Address | 524 E Main Street Mishicot, WI 54228 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 1.6 | ||
| Bank First National Corp | 0.6 | ||
| DNP Select Income Fund Inc | 0.2 | ||
| Nuveen Preferred & Income Opportunities Fund | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 333 | 82.0 |
| (b) Individuals (high net worth individuals) | 55 | 62.7 |
| (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 | 7 | 3.4 |
| (n) Other | 0 | 0.0 |
| Total | 936 | 148.1 |
| By Discretionary | ||
| Discretionary | 899 | 143.6 |
| Non-Discretionary | 37 | 4.5 |
| Total | 936 | 148.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 148.1 | |
| Total | 936 | 148.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002110608] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Legacy Capital Management Limited Liability Company
✚
|
CA | 149.8 M |
|
Fiduciary Capital Management LLC
✚
|
WY | 149.2 M |
|
Peak American Investment Advisors Inc
✚
|
TX | 149.0 M |
|
Townsend Financial Planning LLC
✚
|
KY | 148.3 M |
|
Barrett Wealth Connection LLC
✚
|
IL | 148.0 M |
|
Financial Avenues LLC
✚
|
147.6 M | |
|
RABE Investment Consulting Group
✚
|
OH | 147.3 M |
|
The Wealth Advisory Team LLC
✚
|
KY | 147.0 M |
|
Vision Capital Partners
✚
|
MI | 146.6 M |
|
MFG Investments LLC
✚
|
NJ | 146.5 M |