# Moller Wealth Partners

> Moller Wealth Partners is an SEC-registered investment advisory firm in Northfield, IL, registered since 1992, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 13, 2026.

- CRD: 110493
- Filed as: MOLLER WEALTH PARTNERS
- Legal name: Moller Wealth Partners, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Northfield, IL
- Filing period: October 2026
- Form ADV filing dated: February 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110493
- AdvisorCensus page: https://advisorcensus.com/firm/moller-wealth-partners-northfield-il-110493

## Quick answers

**How is Moller Wealth Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Moller Wealth Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Moller Wealth Partners located?**
Moller Wealth Partners' principal office is in Northfield, IL, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Moller Wealth Partners registered with the SEC or a state?**
Moller Wealth Partners is an SEC-registered investment advisory firm, registered since 1992. Status as filed: Approved. CRD 110493.

**How much does Moller Wealth Partners manage?**
Moller Wealth Partners reports $755,948,780 in regulatory assets under management in its Form ADV filing dated February 13, 2026 (100% discretionary).

**How have Moller Wealth Partners' assets and staff changed since 2021?**
In the Form ADV data for Moller Wealth Partners: Regulatory assets under management: $462,514,635 in the October 2021 data and $755,948,780 in the October 2026 data, up 63%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Moller Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (159); high net worth individuals (137).

**Which custodians does Moller Wealth Partners use?**
Moller Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab as a custodian holding 10% or more of its separately managed account assets.

**Does Moller Wealth Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110493

**Does Moller Wealth Partners state an account minimum?**
Its Form ADV Part 2A brochure dated February 9, 2026 says: "We do not impose a minimum dollar value of assets or other conditions for opening or maintaining an account, but do have a minimum quarterly fee (see Fees and Compensation section)."

**What changed in Moller Wealth Partners' recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $650,490,513 to $755,948,780 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 9, 2026)

- Account minimum: None

> We do not impose a minimum dollar value of assets or other conditions for opening or maintaining an account, but do have a minimum quarterly fee (see Fees and Compensation section).

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $755,948,780
- Discretionary: $754,794,765
- Non-discretionary: $1,154,015

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 159 | $84,740,982 |
| High net worth individuals | 137 | $671,207,798 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1992 (34 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, IN, LA, TX, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Chicago, IL

### Websites listed on Form ADV (Item 1.I)
- mollerwealthpartners.com
- Facebook @MOLLERWEALTHPARTNERS
- LinkedIn @MOLLER-WEALTH-PARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $462,514,635 | 7 | September 13, 2021 |
| October 2022 | $546,266,643 | 7 | February 7, 2022 |
| October 2023 | $501,571,674 | 7 | August 22, 2023 |
| October 2024 | $565,352,902 | 6 | August 1, 2024 |
| October 2025 | $650,490,513 | 7 | March 31, 2025 |
| October 2026 | $755,948,780 | 7 | February 13, 2026 |

Regulatory assets under management: $462,514,635 in the October 2021 data and $755,948,780 in the October 2026 data, up 63%.
Total employees: 7 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $650,490,513 to $755,948,780 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Moller Wealth Partners (CRD 110493): Form ADV filing data as of October 2026.