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Moller Wealth Partners, Inc.

● SEC registered since 1992CRD 110493SEC# 801-40822Northfield, IL
Export (members)
Reg. AUM
$650.5M
Employees
7
Accounts
1,284
Location
Northfield, IL

Moller Wealth Partners, Inc. assets under management

Moller Wealth Partners, Inc. is an investment advisory firm registered with the SEC based in Northfield, IL. The firm has been registered since 1992. It reports $650.5 million in regulatory assets under management and employs 7 people.
www.facebook.com/mollerwealthpartnersView on SEC.gov ↗

Moller Wealth Partners, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Brian Joseph Fritzsche ControlSr. Financial Planner25-50%2021
Faith Alison Charles ControlChief Compliance Officer25-50%2015
Nathan Lawrence Eads ControlPresident/Ceo25-50%2018

Frequently asked questions

How much does Moller Wealth Partners, Inc. manage?

Moller Wealth Partners, Inc. reports $650.5 million in regulatory assets under management on its Form ADV.

How many employees does Moller Wealth Partners, Inc. have?

Moller Wealth Partners, Inc. reports 7 employees.

Where is Moller Wealth Partners, Inc. located?

Moller Wealth Partners, Inc. is based in Northfield, IL and has been SEC-registered since 1992.

Does Moller Wealth Partners, Inc. disclose fund performance?

Moller Wealth Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Northfield Plaza, Suite 200, Northfield, IL 60093-1211
Phone847-441-7575
Fax847-441-7684
Office hours8:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1475271
Discloses disciplinary historyNo

Assets under management

Discretionary$649.6M
Non-discretionary$939K
Total (RAUM)$650.5M