MUELLER WEALTH, LLC
Legal name: MUELLER WEALTH
CRD #306943 SEC #801-132250 MISHICOT, WI 920-267-6710
SEC Registered
Total AUM
$121.3M
Discretionary
$117.4M
Employees
3
Clients
1
Accounts
793
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 14, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MUELLER, ROSS, ANTHONY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MUELLER, ROSS, ANTHONY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MUELLER, ROSS, ANTHONY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 14, 2025 REGISTERED
Notice Filings (2)
NH WI
Address
524 E. MAIN STREETMISHICOT, WI 54228
United States
Phone: 920-267-6710