THE MILWEALTH GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$496,900,624
Discretionary
$488,364,912
Non-discretionary
$8,535,712
Firm details
- CRD number
- 108931
- SEC file number
- 801-56927
- Main office
- MILWAUKEE, WI, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.