| Name | Title | Ownership | Since |
|---|---|---|---|
| Jacqueline Ann Schneider Control | Partner | 25-50% | 2014 |
| Matthew T. Miler Control | Managing Partner & Chief Compliance Officer | 50-75% | 2021 |
The Milwealth Group, LLC reports $435.8 million in regulatory assets under management on its Form ADV.
The Milwealth Group, LLC reports 9 employees.
The Milwealth Group, LLC is based in Milwaukee, WI and has been SEC-registered since 1999.
The Milwealth Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 125 South 84th Street, Suite 130, Milwaukee, WI 53214-1498 |
| Phone | 414-475-1369 |
| Fax | 414-475-0613 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1972750 |
| Discloses disciplinary history | No |
| Discretionary | $427.9M |
| Non-discretionary | $7.9M |
| Total (RAUM) | $435.8M |