Morgan-Aly Wealth Management, LLC
● SEC registered since 2026CRD 328483SEC# 801-135514Waukesha, WI
Reg. AUM
$105.3M
Employees
3
Accounts
390
Location
Waukesha, WI
Morgan-Aly Wealth Management, LLC assets under management
Morgan-Aly Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Waukesha, WI. The firm has been registered since 2026. It reports $105.3 million in regulatory assets under management and employs 3 people.
Morgan-Aly Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Arthur Hayett Control | Owner And Cco | 25-50% | 2023 |
| Jason L Behr Control | Owner | 50-75% | 2025 |
Frequently asked questions
How much does Morgan-Aly Wealth Management, LLC manage?
Morgan-Aly Wealth Management, LLC reports $105.3 million in regulatory assets under management on its Form ADV.
How many employees does Morgan-Aly Wealth Management, LLC have?
Morgan-Aly Wealth Management, LLC reports 3 employees.
Where is Morgan-Aly Wealth Management, LLC located?
Morgan-Aly Wealth Management, LLC is based in Waukesha, WI and has been SEC-registered since 2026.
Does Morgan-Aly Wealth Management, LLC disclose fund performance?
Morgan-Aly Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | N4w22370 Bluemound Rd, Suite 204, Waukesha, WI 53186 |
| Phone | 2626910100 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$105.3MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$105.3Mregulatory AUM
Discretionary $105.3M