# MORGAN-ALY WEALTH MANAGEMENT, LLC

MORGAN-ALY WEALTH MANAGEMENT, LLC of WAUKESHA, WI is an SEC-registered investment adviser.

## Registration

- CRD: 328483
- Type: SEC-registered investment adviser
- SEC file number: 801-135514
- 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)

| Name | Role | Location |
| --- | --- | --- |
| James Arthur Hayett | OWNER AND CCO | — |
| Jason L Behr | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/328483/brochure
- Similar advisers: https://search.stillhousedata.com/firm/328483/similar
- Related entities: https://search.stillhousedata.com/firm/328483/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/328483

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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.