Mueller Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$121,311,429
Total clients
342
13% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
171
Average account size
$354,712
About
Mueller Wealth, LLC provides advisory services to individuals (including high‑net‑worth clients), retirement plans, trusts, estates and business clients. The two‑advisor firm reports roughly $121 million in regulatory assets under management and offers portfolio management, financial planning and ongoing retirement plan consulting, typically charging percentage‑of‑AUM fees for discretionary asset management.
The firm describes a proprietary Seatbelt™ Investment System that looks for persistent market trends, evaluates implementation approaches, applies proprietary quantitative analysis to proactively reduce risk, and allocates across asset classes; portfolios may include individual stocks, bonds, ETFs, options, mutual funds and structured products. Mueller Wealth also uses third‑party tools for specific needs — for example, it manages held‑away defined contribution participant accounts via Pontera (formerly FeeX) with discretion while avoiding custody — and it offers an American Funds‑only program holding certain accounts directly at American Funds/Captial Bank & Trust.
Compared with many peers, the brochure discloses two uncommon features: the firm uses client endorsements and testimonials in its advertising, and its representatives act as licensed insurance agents/brokers who receive customary insurance compensation (a potential conflict the firm says it seeks to mitigate). The firm also notes recent steps toward SEC registration and participation in product‑sponsor funded events and institutional custodial programs that provide research, trading and administrative benefits to the adviser.
Client services
Fee options
Flat fees range from $1,500 to $25,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Account minimum: No minimum household requirement for assets under management Minimum fee: $1,500 per household annual minimum fee for those investing less than $100,000 as a household, reduced by the asset management fee Fee-only: Hourly fees up to $500/hour; flat fees from $1,500 to $25,000 for financial planning and consulting services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Mueller Wealth
524 E. Main Street
Mishicot WI 54228, United States
Number of offices
3
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