| Name | Title | Ownership | Since |
|---|---|---|---|
| James Arthur Hayett Control | Owner And Cco | 25-50% | 2023 |
| Jason L Behr Control | Owner | 50-75% | 2025 |
Morgan-Aly Wealth Management, LLC reports $105.3 million in regulatory assets under management on its Form ADV.
Morgan-Aly Wealth Management, LLC reports 3 employees.
Morgan-Aly Wealth Management, LLC is based in Waukesha, WI and has been SEC-registered since 2026.
Morgan-Aly Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | N4w22370 Bluemound Rd, Suite 204, Waukesha, WI 53186 |
| Phone | 2626910100 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $105.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $105.3M |