# Mueller Wealth

> Mueller Wealth is an SEC-registered investment advisory firm in Mishicot, WI, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 28, 2026.

- CRD: 306943
- Filed as: MUELLER WEALTH
- Legal name: Mueller Wealth, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mishicot, WI
- Filing period: October 2026
- Form ADV filing dated: August 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306943
- AdvisorCensus page: https://advisorcensus.com/firm/mueller-wealth-mishicot-wi-306943

## Quick answers

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

**Where is Mueller Wealth located?**
Mueller Wealth's principal office is in Mishicot, WI, according to its Form ADV; the September 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Mueller Wealth registered with the SEC or a state?**
Mueller Wealth is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 306943.

**How much does Mueller Wealth manage?**
Mueller Wealth reports $148,102,768 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (97% discretionary).

**How have Mueller Wealth's assets and staff changed since 2025?**
In the Form ADV data for Mueller Wealth: Regulatory assets under management: $121,311,429 in the October 2025 data and $148,102,768 in the October 2026 data, up 22%. Total employees: 3 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Mueller Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (333); high net worth individuals (55); corporations or other businesses not listed above (7).

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

**Does Mueller Wealth 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/306943

**Does Mueller Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated August 28, 2026 says: "Our firm does not have a minimum household requirement for assets under management."

**What changed in Mueller Wealth's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $121,311,429 to $148,102,768 (+22%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated August 28, 2026)

- Account minimum: None

> Our firm does not have a minimum household requirement for assets under management.

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 & Co., Inc.

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: $148,102,768
- Discretionary: $143,635,695
- Non-discretionary: $4,467,073

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 333 | $82,026,338 |
| High net worth individuals | 55 | $62,679,204 |
| Corporations or other businesses not listed above | 7 | $3,397,226 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Oshkosh, WI
- Sherwood, WI

### Websites listed on Form ADV (Item 1.I)
- muellerwealth.com
- Facebook @MuellerWealth
- LinkedIn @parkermueller
- LinkedIn @rossmueller
- X @RossAMueller

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $121,311,429 | 3 | February 24, 2025 |
| October 2026 | $148,102,768 | 5 | August 28, 2026 |

Regulatory assets under management: $121,311,429 in the October 2025 data and $148,102,768 in the October 2026 data, up 22%.
Total employees: 3 in October 2025 and 5 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $121,311,429 to $148,102,768 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mueller Wealth (CRD 306943): Form ADV filing data as of October 2026.