MORGAN-ALY WEALTH MANAGEMENT, LLC

MORGAN-ALY WEALTH MANAGEMENT, LLC of WAUKESHA, WI is an SEC-registered investment adviser (CRD 328483). Regulatory assets under management: $105.3M.

Registration

• CRD: 328483
• SEC file number: 801-135514
• Type: Registered investment adviser
• Location: N4W22370 BLUEMOUND RD, SUITE 204, WAUKESHA, WI, 53186
• Phone: 2626910100
• Latest filing: 2026-04-02
• Regulatory AUM: $105.3M
• Discretionary AUM: $105.3M
• Clients: 3
• Accounts: 390

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328483 on SEC IAPD (source of record)
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