Mueller Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$29,058,210
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
34
97% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
34
TypicalAverage account size
$854,653
About
Mueller Wealth Advisors is an independent, single‑advisor registered investment adviser that serves primarily individual clients and also accepts closely held businesses and other corporate clients. The firm offers discretionary and non‑discretionary asset management, comprehensive financial planning, coordination with other professionals, and advice on retirement rollovers, private placements and other non‑registered securities; some representatives are also licensed to offer fixed life insurance products.
Investment recommendations are built around an asset‑allocation framework tailored to each client’s goals, risk tolerance and time horizon, using a mix of fundamental, quantitative and technical analysis with periodic rebalancing. The firm may allocate to institutional share classes, engage third‑party sub‑advisors for segments of client portfolios, and relies on technology (Orion) and custodial platforms to monitor, report and execute client accounts.
Compared with many solo independent advisers, Mueller Wealth Advisors has an uncommon operational profile: it maintains a common‑ownership affiliation with a tax preparation and consulting firm (Mueller & Associates, PLLC) and explicitly works with corporate/closely held business clients, which the firm says allows closer coordination of tax and wealth management advice. At its current scale (roughly $45 million in assets under management across several dozen clients) the practice emphasizes hands‑on oversight and disclosures around affiliated tax and insurance activities, with compliance procedures to address those conflicts.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Charitable giving & philanthropy
Retirement income strategy
Options & derivatives strategies
Occupation focus
Executive
Founder/Business Owner
Fee options
Financial planning fixed fees up to $5,000.
up to 2.00% annually
Some IARs are licensed insurance agents and receive commissions from insurance sales.
Up to $500/hour for financial planning, fees are negotiable.
Main office location
Mueller Wealth Advisors
4845 Spicewood Springs Rd
Austin TX 78759, United States
Number of offices
1
Most active in
Mueller Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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.
Forms ADV
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