MORGAN-ALY WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$105,268,201
Discretionary
$105,268,201
Non-discretionary
$0
Firm details
- CRD number
- 328483
- SEC file number
- 801-135514
- Main office
- WAUKESHA, WI, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.