MOLLER WEALTH PARTNERS

One Northfield Plaza, Suite 200
Northfield, Illinois 60093-1211
Tel: 847-441-7575

About MOLLER WEALTH PARTNERS

MOLLER WEALTH PARTNERS, formally registered with the SEC as MOLLER WEALTH PARTNERS. The firm was established in 02/18/1992. They have over 2 offices throughout the country.

MOLLER WEALTH PARTNERS is a Northfield, Illinois based Financial Planning firm with nearly $650,490,513 assets under management, offering retirement planning & investment advisory services to 1284 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110493
SEC#	801-40822
Assets Managed by Firm	$650,490,513
No. of Clients	1284
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1284	$650,490,513
Individuals (other than high net worth individuals)	162	$71,022,048
High net worth individuals	131	$579,468,465

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