MOLLER WEALTH PARTNERS, INC.
Legal name: MOLLER WEALTH PARTNERS
CRD #110493 SEC #801-40822 NORTHFIELD, IL 847-441-7575
SEC Registered
Total AUM
$650.5M
Discretionary
$649.6M
Employees
7
Clients
101
Accounts
1,284
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $650.5M | $649.6M | $938.9K | 7 | 0 |
| Feb 2025 | $650.5M | $649.6M | $938.9K | 7 | 0 |
| Oct 2024 | $565.4M | $564.3M | $1M | 6 | 0 |
| Aug 2024 | $565.4M | $564.3M | $1M | 6 | 0 |
| Feb 2024 | $565.4M | $564.3M | $1M | 7 | 0 |
| Feb 2024 | $565.4M | $564.3M | $1M | 7 | 0 |
| Oct 2023 | $501.6M | $500.5M | $1.1M | 7 | 0 |
| Oct 2023 | $501.6M | $500.5M | $1.1M | 7 | 0 |
| Aug 2023 | $501.6M | $500.5M | $1.1M | 7 | 0 |
| Jan 2023 | $501.6M | $500.5M | $1.1M | 7 | 0 |
| Feb 2022 | $546.3M | $545M | $1.2M | 7 | 0 |
| Sep 2021 | $462.5M | $460.6M | $1.9M | 7 | 0 |
| Feb 2021 | $462.5M | $460.6M | $1.9M | 7 | 0 |
| Nov 2020 | $441.8M | $441.8M | $0 | 7 | 0 |
| Jun 2020 | $441.8M | $441.8M | $0 | 7 | 0 |
| Feb 2020 | $441.8M | $441.8M | $0 | 7 | 0 |
| Aug 2019 | $401.6M | $401.6M | $0 | 7 | 0 |
| Feb 2019 | $401.6M | $401.6M | $0 | 7 | 0 |
| Oct 2018 | $421.3M | $421.3M | $0 | 6 | 0 |
| Jun 2018 | $421.3M | $421.3M | $0 | 6 | 0 |
| Mar 2018 | $421.3M | $421.3M | $0 | 6 | 0 |
| Feb 2017 | $350.6M | $350.6M | $0 | 7 | 200 |
| Sep 2016 | $332.6M | $332.6M | $0 | 7 | 200 |
| Apr 2016 | $332.6M | $332.6M | $0 | 7 | 200 |
| Mar 2016 | $332.6M | $332.6M | $0 | 7 | 200 |
| Mar 2015 | $363.8M | $363.8M | $0 | 7 | 200 |
| Mar 2014 | $340.7M | $340.7M | $0 | 7 | 200 |
| Mar 2013 | $277M | $277M | $0 | 7 | 100 |
| Mar 2012 | $242M | $242M | $0 | 6 | 26 |
| Mar 2009 | $180.6M | $180.6M | $0 | 10 | -- |
| Mar 2008 | $251.5M | $251.5M | $0 | 10 | -- |
| Oct 2007 | $257.6M | $257.6M | $0 | 10 | -- |
| Apr 2007 | $257.6M | $257.6M | $0 | 10 | -- |
| Mar 2007 | $230M | $230M | $0 | 10 | -- |
| Feb 2007 | $199M | $199M | $0 | 10 | -- |
| Feb 2006 | $199M | $199M | $0 | 10 | -- |
| Sep 2005 | $175.3M | $175.3M | $0 | 10 | -- |
| Apr 2004 | $123.5M | $123.5M | $0 | 5 | -- |
| Mar 2004 | $123.5M | $123.5M | $0 | 5 | -- |
| Apr 2002 | $96.7M | $96.7M | $0 | 5 | -- |
DateMar 2025
Total AUM$650.5M
Discretionary$649.6M
Non-Disc.$938.9K
Employees7
Clients0
DateFeb 2025
Total AUM$650.5M
Discretionary$649.6M
Non-Disc.$938.9K
Employees7
Clients0
DateOct 2024
Total AUM$565.4M
Discretionary$564.3M
Non-Disc.$1M
Employees6
Clients0
DateAug 2024
Total AUM$565.4M
Discretionary$564.3M
Non-Disc.$1M
Employees6
Clients0
DateFeb 2024
Total AUM$565.4M
Discretionary$564.3M
Non-Disc.$1M
Employees7
Clients0
DateFeb 2024
Total AUM$565.4M
Discretionary$564.3M
Non-Disc.$1M
Employees7
Clients0
DateOct 2023
Total AUM$501.6M
Discretionary$500.5M
Non-Disc.$1.1M
Employees7
Clients0
DateOct 2023
Total AUM$501.6M
Discretionary$500.5M
Non-Disc.$1.1M
Employees7
Clients0
DateAug 2023
Total AUM$501.6M
Discretionary$500.5M
Non-Disc.$1.1M
Employees7
Clients0
DateJan 2023
Total AUM$501.6M
Discretionary$500.5M
Non-Disc.$1.1M
Employees7
Clients0
DateFeb 2022
Total AUM$546.3M
Discretionary$545M
Non-Disc.$1.2M
Employees7
Clients0
DateSep 2021
Total AUM$462.5M
Discretionary$460.6M
Non-Disc.$1.9M
Employees7
Clients0
DateFeb 2021
Total AUM$462.5M
Discretionary$460.6M
Non-Disc.$1.9M
Employees7
Clients0
DateNov 2020
Total AUM$441.8M
Discretionary$441.8M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$441.8M
Discretionary$441.8M
Non-Disc.$0
Employees7
Clients0
DateFeb 2020
Total AUM$441.8M
Discretionary$441.8M
Non-Disc.$0
Employees7
Clients0
DateAug 2019
Total AUM$401.6M
Discretionary$401.6M
Non-Disc.$0
Employees7
Clients0
DateFeb 2019
Total AUM$401.6M
Discretionary$401.6M
Non-Disc.$0
Employees7
Clients0
DateOct 2018
Total AUM$421.3M
Discretionary$421.3M
Non-Disc.$0
Employees6
Clients0
DateJun 2018
Total AUM$421.3M
Discretionary$421.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$421.3M
Discretionary$421.3M
Non-Disc.$0
Employees6
Clients0
DateFeb 2017
Total AUM$350.6M
Discretionary$350.6M
Non-Disc.$0
Employees7
Clients200
DateSep 2016
Total AUM$332.6M
Discretionary$332.6M
Non-Disc.$0
Employees7
Clients200
DateApr 2016
Total AUM$332.6M
Discretionary$332.6M
Non-Disc.$0
Employees7
Clients200
DateMar 2016
Total AUM$332.6M
Discretionary$332.6M
Non-Disc.$0
Employees7
Clients200
DateMar 2015
Total AUM$363.8M
Discretionary$363.8M
Non-Disc.$0
Employees7
Clients200
DateMar 2014
Total AUM$340.7M
Discretionary$340.7M
Non-Disc.$0
Employees7
Clients200
DateMar 2013
Total AUM$277M
Discretionary$277M
Non-Disc.$0
Employees7
Clients100
DateMar 2012
Total AUM$242M
Discretionary$242M
Non-Disc.$0
Employees6
Clients26
DateMar 2009
Total AUM$180.6M
Discretionary$180.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$251.5M
Discretionary$251.5M
Non-Disc.$0
Employees10
Clients--
DateOct 2007
Total AUM$257.6M
Discretionary$257.6M
Non-Disc.$0
Employees10
Clients--
DateApr 2007
Total AUM$257.6M
Discretionary$257.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$230M
Discretionary$230M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$199M
Discretionary$199M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$199M
Discretionary$199M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$175.3M
Discretionary$175.3M
Non-Disc.$0
Employees10
Clients--
DateApr 2004
Total AUM$123.5M
Discretionary$123.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$123.5M
Discretionary$123.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$96.7M
Discretionary$96.7M
Non-Disc.$0
Employees5
Clients--