MUELLER WEALTH, LLC

MUELLER WEALTH, LLC of MISHICOT, WI is an SEC-registered investment adviser (CRD 306943). Regulatory assets under management: $148.1M.

Registration

• CRD: 306943
• SEC file number: 801-132250
• Type: Registered investment adviser
• Location: 524 E. MAIN STREET, MISHICOT, WI, 54228
• Phone: 920-267-6710
• Latest filing: 2026-02-06
• Regulatory AUM: $148.1M
• Discretionary AUM: $143.6M
• Non-discretionary AUM: $4.5M
• Clients: 5
• Accounts: 936

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306943 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search