The Milwealth Group, LLC
● SEC registered since 1999CRD 108931SEC# 801-56927Milwaukee, WI
Reg. AUM
$496.9M
Employees
8
Accounts
822
Location
Milwaukee, WI
The Milwealth Group, LLC assets under management
The Milwealth Group, LLC is a registered investment adviser overseen by the SEC based in Milwaukee, WI. The firm has been registered since 1999. It reports $496.9 million in regulatory assets under management and employs 8 people.
The Milwealth Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jacqueline Ann Schneider Control | Partner | 25-50% | 2014 |
| Matthew T. Miler Control | Managing Partner & Chief Compliance Officer | 50-75% | 2021 |
Frequently asked questions
How much does The Milwealth Group, LLC manage?
The Milwealth Group, LLC reports $496.9 million in regulatory assets under management on its Form ADV.
How many employees does The Milwealth Group, LLC have?
The Milwealth Group, LLC reports 8 employees.
Where is The Milwealth Group, LLC located?
The Milwealth Group, LLC is based in Milwaukee, WI and has been SEC-registered since 1999.
Does The Milwealth Group, LLC disclose fund performance?
The Milwealth Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 125 South 84th Street, Suite 130, Milwaukee, WI 53214-1498 |
| Phone | 414-475-1369 |
| Fax | 414-475-0613 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1972750 |
| Discloses disciplinary history | No |
Regulatory AUM
$496.9M▲ 14%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$496.9Mregulatory AUM
Discretionary $488.4MNon-discretionary $8.5M