The Milwealth Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Milwaukee, WI. Its latest Form ADV filing, dated March 25, 2026, reports $497M in regulatory assets under management, 8 employees, and 822 accounts.
Assets Under Management
$497M
Employees
8
Offices
--
Total Clients
236
Primary office
MILWAUKEE, WI
125 SOUTH 84TH STREET, SUITE 130, MILWAUKEE, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 75.8% of total clients.
Top client categories% of clientsClients
1
HNWI
75.8%
179
2
Individuals
24.2%
57
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$497Mas of March 25, 2026
Discretionary98.3%
$488M
98% of total RAUM98.3%
Non-discretionary1.7%
$9M
2% of total RAUM1.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$497M
Total Accounts822
10Y AUM Change+$269M (+118.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee30:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.