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Mueller Wealth, LLC

● SEC registered since 2025CRD 306943SEC# 801-132250Mishicot, WI
Export (members)
Reg. AUM
$121.3M
Employees
3
Accounts
793
Location
Mishicot, WI

Mueller Wealth, LLC assets under management

Mueller Wealth, LLC is a registered investment adviser overseen by the SEC based in Mishicot, WI. The firm has been registered since 2025. It reports $121.3 million in regulatory assets under management and employs 3 people.
linkedin.com/in/rossmuellerView on SEC.gov ↗

Mueller Wealth, LLC owners & executives

1 reported
NameTitleOwnershipSince
Ross Anthony Mueller ControlManaging Member & Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Mueller Wealth, LLC manage?

Mueller Wealth, LLC reports $121.3 million in regulatory assets under management on its Form ADV.

How many employees does Mueller Wealth, LLC have?

Mueller Wealth, LLC reports 3 employees.

Where is Mueller Wealth, LLC located?

Mueller Wealth, LLC is based in Mishicot, WI and has been SEC-registered since 2025.

Does Mueller Wealth, LLC disclose fund performance?

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

Contact & registration

Address524 E. Main Street, Mishicot, WI 54228
Phone920-267-6710
Office hours9a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$117.4M
Non-discretionary$4M
Total (RAUM)$121.3M