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THE MILWEALTH GROUP, LLC
125 South 84th Street
Suite 130
Milwaukee, Wisconsin 53214-1498
Tel: 414-475-1369
About THE MILWEALTH GROUP, LLC
THE MILWEALTH GROUP, LLC, formally registered with the SEC as THE MILWEALTH GROUP, LLC. The firm was established in 10/27/1999. They have over 1 offices throughout the country.
THE MILWEALTH GROUP, LLC is a Milwaukee, Wisconsin based Financial Planning firm with nearly $435,783,988 assets under management, offering retirement planning & investment advisory services to 817 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108931 |
| SEC# | 801-56927 |
| Assets Managed by Firm | $435,783,988 |
| No. of Clients | 817 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (CLIENT TAX PREP SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 817 | $435,783,988 |
| Individuals (other than high net worth individuals) | 68 | $27,585,988 |
| High net worth individuals | 164 | $405,139,952 |
| Corporations or other businesses | 2 | $3,058,048 |
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