Overview
Assets Under Management: $436 million
Headquarters: MILWAUKEE, WI
High-Net-Worth Clients: 164
Average Client Assets: $2 million
Frequently Asked Questions
THE MILWEALTH GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108931), THE MILWEALTH GROUP, LLC is subject to fiduciary duty under federal law.
THE MILWEALTH GROUP, LLC is headquartered in MILWAUKEE, WI.
THE MILWEALTH GROUP, LLC serves 164 high-net-worth clients according to their SEC filing dated November 14, 2025. View client details ↓
According to their SEC Form ADV, THE MILWEALTH GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
THE MILWEALTH GROUP, LLC manages $436 million in client assets according to their SEC filing dated November 14, 2025.
According to their SEC Form ADV, THE MILWEALTH GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 164
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.97
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 817
Discretionary Accounts: 815
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 108931
Filing ID: 2013926
Last Filing Date: 2025-11-14 11:03:13
Website: 0