NORTHFIELD, ILCRD 110493Latest ADV February 13, 2026
Moller Wealth Partners is an SEC registered investment adviser organized as a corporation with a primary office location in Northfield, IL. Its latest Form ADV filing, dated February 13, 2026, reports $756M in regulatory assets under management, 7 employees, 1 office, and 1,353 accounts.
Assets Under Management
$756M
Employees
7
Offices
1 office
Total Clients
296
Primary office
NORTHFIELD, IL
ONE NORTHFIELD PLAZA, SUITE 200, NORTHFIELD, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.7% of total clients.
Top client categories% of clientsClients
1
Individuals
53.7%
159
2
HNWI
46.3%
137
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$756Mas of February 13, 2026
Discretionary99.8%
$755M
100% of total RAUM99.8%
Non-discretionary0.2%
$1M
0% of total RAUM0.2%
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$756M
Total Accounts1,353
10Y AUM Change+$405M (+115.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee42:1
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.