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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GRITTINGER, SCOTT, DAVID | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| GRITTINGER, SCOTT, DAVID | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| GRITTINGER, SCOTT, DAVID | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| GRITTINGER, SCOTT, DAVID | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| GRITTINGER, SCOTT, DAVID | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| GRITTINGER, SCOTT, DAVID | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| GRITTINGER, SCOTT, DAVID | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| GRITTINGER, SCOTT, DAVID | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| GRITTINGER, SCOTT, DAVID | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| GRITTINGER, SCOTT, DAVID | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| GRITTINGER, SCOTT, DAVID | I | PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| GRITTINGER, SCOTT, DAVID | I | PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| GRITTINGER, SCOTT, DAVID | I | PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| GRITTINGER, SCOTT, DAVID | I | PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| GRITTINGER, SCOTT, DAVID | I | PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| GRITTINGER, SCOTT, DAVID | I | PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCCARTHY, JOHN, THOMAS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MCCARTHY, JOHN, THOMAS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MCCARTHY, JOHN, THOMAS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MCCARTHY, JOHN, THOMAS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MCCARTHY, JOHN, THOMAS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MCCARTHY, JOHN, THOMAS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MCCARTHY, JOHN, THOMAS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MCCARTHY, JOHN, THOMAS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MCCARTHY, JOHN, THOMAS | I | PRESIDENT | E | Control |
| MCCARTHY, JOHN, THOMAS | I | PRINCIPAL | E | Control |
| MCCARTHY, JOHN, THOMAS | I | PRINCIPAL | E | Control |
| MCCARTHY, JOHN, THOMAS | I | PRINCIPAL | E | Control |
| MCCARTHY, JOHN, THOMAS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MCCARTHY, JOHN, THOMAS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MCCARTHY, JOHN, THOMAS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MILER, MATTHEW, T. | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| MILER, MATTHEW, T. | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| MILER, MATTHEW, T. | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| MILER, MATTHEW, T. | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| MILER, MATTHEW, T. | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| MILER, MATTHEW, T. | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| MILER, MATTHEW, T. | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| SCHNEIDER, JACQUELINE, ANN | I | PARTNER | C | Control |
| SCHNEIDER, JACQUELINE, ANN | I | PARTNER | C | Control |
| SCHNEIDER, JACQUELINE, ANN | I | PARTNER | C | Control |
| SCHNEIDER, JACQUELINE, ANN | I | PARTNER | C | Control |
| SCHNEIDER, JACQUELINE, ANN | I | PARTNER | C | Control |
| SCHNEIDER, JACQUELINE, ANN | I | PARTNER | C | Control |
| SCHNEIDER, JACQUELINE, ANN | I | PARTNER | C | Control |
| GRITTINGER, SCOTT, DAVID | I | PRINCIPAL | B | Control |
| GRITTINGER, SCOTT, DAVID | I | PRINCIPAL | B | Control |
| GRITTINGER, SCOTT, DAVID | I | PRINCIPAL | B | Control |
| GRITTINGER, SCOTT, DAVID | I | PRINCIPAL | B | Control |
| GRITTINGER, SCOTT, DAVID | I | PRINCIPAL | B | Control |
| GRITTINGER, SCOTT, DAVID | I | PRINCIPAL | B | Control |
| GRITTINGER, SCOTT, DAVID | I | PRINCIPAL | B | Control |
| GRITTINGER, SCOTT, DAVID | I | PRINCIPAL | B | Control |
| GRITTINGER, SCOTT, DAVID | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | B | Control |
| GRITTINGER, SCOTT, DAVID | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | B | Control |
| GRITTINGER, SCOTT, DAVID | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | B | Control |
| GRITTINGER, SCOTT, DAVID | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | B | Control |
| GRITTINGER, SCOTT, DAVID | I | PRINCIPAL | B | Control |
| GRITTINGER, SCOTT, DAVID | I | PRINCIPAL | B | Control |
| GRITTINGER, SCOTT, DAVID | I | PRINCIPAL | B | Control |
| MILER, MATTHEW, T. | I | PARTNER | B | |
| MILER, MATTHEW, T. | I | PARTNER | B | |
| MILER, MATTHEW, T. | I | PARTNER | B | |
| MILER, MATTHEW, T. | I | PARTNER | B | |
| MILER, MATTHEW, T. | I | PARTNER | B | |
| MILER, MATTHEW, T. | I | PARTNER | B | |
| MILER, MATTHEW, T. | I | PARTNER | B | |
| MILER, MATTHEW, T. | I | PARTNER | B | |
| MILER, MATTHEW, T. | I | PARTNER | B | |
| MILER, MATTHEW, T. | I | PARTNER | B | |
| MILER, MATTHEW, T. | I | MANAGING PARTNER | B | |
| MILER, MATTHEW, T. | I | MANAGING PARTNER | B | Control |
| MILER, MATTHEW, T. | I | MANAGING PARTNER | B | Control |
| MILER, MATTHEW, T. | I | MANAGING PARTNER | B | |
| MILER, MATTHEW, T. | I | MANAGING PARTNER | B | Control |
| MILER, MATTHEW, T. | I | MANAGING PARTNER | B | Control |
| SCHNEIDER, JACQUELINE, ANN | I | PARTNER | B | |
| SCHNEIDER, JACQUELINE, ANN | I | PARTNER | B | |
| SCHNEIDER, JACQUELINE, ANN | I | PARTNER | B | |
| SCHNEIDER, JACQUELINE, ANN | I | PARTNER | B | |
| SCHNEIDER, JACQUELINE, ANN | I | PARTNER | B | |
| SCHNEIDER, JACQUELINE, ANN | I | PARTNER | B | |
| SCHNEIDER, JACQUELINE, ANN | I | PARTNER | B | |
| SCHNEIDER, JACQUELINE, ANN | I | PARTNER | B | |
| SCHNEIDER, JACQUELINE, ANN | I | PARTNER | B | |
| SCHNEIDER, JACQUELINE, ANN | I | PARTNER | B | |
| SCHNEIDER, JACQUELINE, ANN | I | PARTNER | B | |
| SCHNEIDER, JACQUELINE, ANN | I | PARTNER | B | Control |
| SCHNEIDER, JACQUELINE, ANN | I | PARTNER | B | Control |
| SCHNEIDER, JACQUELINE, ANN | I | PARTNER | B | |
| SCHNEIDER, JACQUELINE, ANN | I | PARTNER | B | Control |
| SCHNEIDER, JACQUELINE, ANN | I | PARTNER | B | Control |
| WEIL, MICHAEL, JOHN | I | PRINCIPAL | A | Control |
| WEIL, MICHAEL, JOHN | I | PRINCIPAL | A | Control |
| WEIL, MICHAEL, JOHN | I | PRINCIPAL | A | Control |
| WEIL, MICHAEL, JOHN | I | PRINCIPAL | A | Control |
| WEIL, MICHAEL, JOHN | I | PRINCIPAL | A | Control |
| WEIL, MICHAEL, JOHN | I | PRINCIPAL | A | Control |
| WEIL, MICHAEL, JOHN | I | PRINCIPAL | A | Control |
| WEIL, MICHAEL, JOHN | I | PRINCIPAL | A | Control |
| WEIL, MICHAEL, JOHN | I | PRINCIPAL | A | Control |
| WEIL, MICHAEL, JOHN | I | PRINCIPAL | A | Control |
| WEIL, MICHAEL, JOHN | I | PRINCIPAL | A | Control |
Registrations
Federal
IA
Nov 14, 2025 REGISTERED
Notice Filings (6)
FL IL MN NH TX WI
Address
125 SOUTH 84TH STREETSUITE 130
MILWAUKEE, WI 53214-1498
United States
Phone: 414-475-1369