Moller Wealth Partners, Inc.
● SEC registered since 1992CRD 110493SEC# 801-40822Northfield, IL
Reg. AUM
$755.9M
Employees
7
Accounts
1,353
Location
Northfield, IL
Moller Wealth Partners, Inc. assets under management
Moller Wealth Partners, Inc. is an investment advisory firm registered with the SEC based in Northfield, IL. The firm has been registered since 1992. It reports $755.9 million in regulatory assets under management and employs 7 people.
Moller Wealth Partners, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Joseph Fritzsche Control | Sr. Financial Planner | 25-50% | 2021 |
| Faith Alison Charles Control | Chief Compliance Officer | 25-50% | 2015 |
| Nathan Lawrence Eads Control | President/Ceo | 25-50% | 2018 |
Frequently asked questions
How much does Moller Wealth Partners, Inc. manage?
Moller Wealth Partners, Inc. reports $755.9 million in regulatory assets under management on its Form ADV.
How many employees does Moller Wealth Partners, Inc. have?
Moller Wealth Partners, Inc. reports 7 employees.
Where is Moller Wealth Partners, Inc. located?
Moller Wealth Partners, Inc. is based in Northfield, IL and has been SEC-registered since 1992.
Does Moller Wealth Partners, Inc. disclose fund performance?
Moller Wealth Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Northfield Plaza, Suite 200, Northfield, IL 60093-1211 |
| Phone | 847-441-7575 |
| Fax | 847-441-7684 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1475271 |
| Discloses disciplinary history | No |
Regulatory AUM
$755.9M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$755.9Mregulatory AUM
Discretionary $754.8MNon-discretionary $1.2M