# THE MILWEALTH GROUP, LLC

THE MILWEALTH GROUP, LLC of MILWAUKEE, WI is an SEC-registered investment adviser.

## Registration

- CRD: 108931
- Type: SEC-registered investment adviser
- SEC file number: 801-56927
- Location: 125 SOUTH 84TH STREET, SUITE 130, MILWAUKEE, WI, 53214-1498
- Phone: 414-475-1369
- Latest filing: 2026-03-25
- Regulatory AUM: $496.9M
- Discretionary AUM: $488.4M
- Non-discretionary AUM: $8.5M
- Clients: 8
- Accounts: 822

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Matthew T Miler | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | Milwaukee, WI |
| Jacqueline Ann Schneider | PARTNER | — |
| MCCARTHY GERARD THOMAS | PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER; PRINCIPAL | — |
| GRITTINGER SCOTT DAVID | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER; PARTNER & CHIEF COMPLIANCE OFFICER; PRINCIPAL (+1 more) | — |
| WEIL MICHAEL JOHN | PRINCIPAL | — |
| KULT PETER MARTIN | PRINCIPAL | — |
| SCHNEIDER JEAN ANN | PARTNER | — |
| MILER MATTHEW T | MANAGING PARTNER; MANAGING PARTNER & CHIEF COMPLIANCE OFFICER; PARTNER | — |
| Matthew T. Miler | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | Milwaukee, WI |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108931/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108931/similar
- Related entities: https://search.stillhousedata.com/firm/108931/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108931

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.