THE MILWEALTH GROUP, LLC
CRD #108931 SEC #801-56927 MILWAUKEE, WI 414-475-1369
SEC Registered
Total AUM
$435.8M
Discretionary
$427.9M
Employees
9
Clients
1
Accounts
817
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $435.8M | $427.9M | $7.9M | 9 | 0 |
| Jul 2025 | $435.8M | $427.9M | $7.9M | 9 | 0 |
| Mar 2025 | $435.8M | $427.9M | $7.9M | 9 | 0 |
| Jan 2025 | $435.8M | $427.9M | $7.9M | 9 | 0 |
| Jan 2025 | $435.8M | $427.9M | $7.9M | 9 | 0 |
| Dec 2024 | $389.8M | $382.4M | $7.4M | 10 | 0 |
| Mar 2024 | $389.8M | $382.4M | $7.4M | 10 | 0 |
| Sep 2023 | $338.2M | $331.7M | $6.5M | 10 | 0 |
| Mar 2023 | $338.2M | $331.7M | $6.5M | 10 | 0 |
| Mar 2022 | $401.1M | $392.2M | $9M | 9 | 0 |
| Dec 2021 | $354.7M | $320.8M | $33.9M | 8 | 0 |
| Mar 2021 | $354.7M | $320.8M | $33.9M | 8 | 0 |
| Jun 2020 | $308.1M | $277.7M | $30.5M | 8 | 0 |
| Mar 2020 | $308.1M | $277.7M | $30.5M | 8 | 0 |
| Mar 2020 | $308.1M | $277.7M | $30.5M | 8 | 0 |
| Mar 2019 | $255.8M | $221.9M | $33.9M | 8 | 0 |
| Mar 2018 | $268M | $223M | $45.1M | 7 | 0 |
| Mar 2017 | $227.9M | $190.1M | $37.8M | 8 | 200 |
| Mar 2016 | $217.3M | $180.1M | $37.2M | 8 | 200 |
| Mar 2015 | $219M | $156.2M | $62.9M | 8 | 200 |
| Sep 2014 | $208.8M | $136.8M | $72M | 9 | 200 |
| Mar 2014 | $208.8M | $136.8M | $72M | 9 | 200 |
| Jan 2014 | $234.8M | $116.4M | $118.4M | 9 | 300 |
| Jan 2014 | $234.8M | $116.4M | $118.4M | 9 | 300 |
| Jul 2013 | $234.8M | $116.4M | $118.4M | 9 | 300 |
| Mar 2013 | $234.8M | $116.4M | $118.4M | 9 | 300 |
| Jul 2012 | $208.4M | $0 | $208.4M | 6 | 200 |
| Mar 2012 | $208.4M | $0 | $208.4M | 6 | 200 |
| Mar 2011 | $206M | $0 | $206M | 10 | -- |
| Sep 2009 | $149.4M | $0 | $149.4M | 10 | -- |
| Mar 2009 | $149.4M | $0 | $149.4M | 10 | -- |
| Mar 2008 | $197.5M | $0 | $197.5M | 10 | -- |
| Mar 2007 | $172.1M | $0 | $172.1M | 10 | -- |
| Dec 2006 | $139.1M | $0 | $139.1M | 10 | -- |
| Mar 2006 | $139.1M | $0 | $139.1M | 10 | -- |
| Mar 2004 | $83.9M | $0 | $83.9M | 10 | -- |
DateNov 2025
Total AUM$435.8M
Discretionary$427.9M
Non-Disc.$7.9M
Employees9
Clients0
DateJul 2025
Total AUM$435.8M
Discretionary$427.9M
Non-Disc.$7.9M
Employees9
Clients0
DateMar 2025
Total AUM$435.8M
Discretionary$427.9M
Non-Disc.$7.9M
Employees9
Clients0
DateJan 2025
Total AUM$435.8M
Discretionary$427.9M
Non-Disc.$7.9M
Employees9
Clients0
DateJan 2025
Total AUM$435.8M
Discretionary$427.9M
Non-Disc.$7.9M
Employees9
Clients0
DateDec 2024
Total AUM$389.8M
Discretionary$382.4M
Non-Disc.$7.4M
Employees10
Clients0
DateMar 2024
Total AUM$389.8M
Discretionary$382.4M
Non-Disc.$7.4M
Employees10
Clients0
DateSep 2023
Total AUM$338.2M
Discretionary$331.7M
Non-Disc.$6.5M
Employees10
Clients0
DateMar 2023
Total AUM$338.2M
Discretionary$331.7M
Non-Disc.$6.5M
Employees10
Clients0
DateMar 2022
Total AUM$401.1M
Discretionary$392.2M
Non-Disc.$9M
Employees9
Clients0
DateDec 2021
Total AUM$354.7M
Discretionary$320.8M
Non-Disc.$33.9M
Employees8
Clients0
DateMar 2021
Total AUM$354.7M
Discretionary$320.8M
Non-Disc.$33.9M
Employees8
Clients0
DateJun 2020
Total AUM$308.1M
Discretionary$277.7M
Non-Disc.$30.5M
Employees8
Clients0
DateMar 2020
Total AUM$308.1M
Discretionary$277.7M
Non-Disc.$30.5M
Employees8
Clients0
DateMar 2020
Total AUM$308.1M
Discretionary$277.7M
Non-Disc.$30.5M
Employees8
Clients0
DateMar 2019
Total AUM$255.8M
Discretionary$221.9M
Non-Disc.$33.9M
Employees8
Clients0
DateMar 2018
Total AUM$268M
Discretionary$223M
Non-Disc.$45.1M
Employees7
Clients0
DateMar 2017
Total AUM$227.9M
Discretionary$190.1M
Non-Disc.$37.8M
Employees8
Clients200
DateMar 2016
Total AUM$217.3M
Discretionary$180.1M
Non-Disc.$37.2M
Employees8
Clients200
DateMar 2015
Total AUM$219M
Discretionary$156.2M
Non-Disc.$62.9M
Employees8
Clients200
DateSep 2014
Total AUM$208.8M
Discretionary$136.8M
Non-Disc.$72M
Employees9
Clients200
DateMar 2014
Total AUM$208.8M
Discretionary$136.8M
Non-Disc.$72M
Employees9
Clients200
DateJan 2014
Total AUM$234.8M
Discretionary$116.4M
Non-Disc.$118.4M
Employees9
Clients300
DateJan 2014
Total AUM$234.8M
Discretionary$116.4M
Non-Disc.$118.4M
Employees9
Clients300
DateJul 2013
Total AUM$234.8M
Discretionary$116.4M
Non-Disc.$118.4M
Employees9
Clients300
DateMar 2013
Total AUM$234.8M
Discretionary$116.4M
Non-Disc.$118.4M
Employees9
Clients300
DateJul 2012
Total AUM$208.4M
Discretionary$0
Non-Disc.$208.4M
Employees6
Clients200
DateMar 2012
Total AUM$208.4M
Discretionary$0
Non-Disc.$208.4M
Employees6
Clients200
DateMar 2011
Total AUM$206M
Discretionary$0
Non-Disc.$206M
Employees10
Clients--
DateSep 2009
Total AUM$149.4M
Discretionary$0
Non-Disc.$149.4M
Employees10
Clients--
DateMar 2009
Total AUM$149.4M
Discretionary$0
Non-Disc.$149.4M
Employees10
Clients--
DateMar 2008
Total AUM$197.5M
Discretionary$0
Non-Disc.$197.5M
Employees10
Clients--
DateMar 2007
Total AUM$172.1M
Discretionary$0
Non-Disc.$172.1M
Employees10
Clients--
DateDec 2006
Total AUM$139.1M
Discretionary$0
Non-Disc.$139.1M
Employees10
Clients--
DateMar 2006
Total AUM$139.1M
Discretionary$0
Non-Disc.$139.1M
Employees10
Clients--
DateMar 2004
Total AUM$83.9M
Discretionary$0
Non-Disc.$83.9M
Employees10
Clients--