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THE MILWEALTH GROUP, LLC

MILWAUKEE, WI · CRD 108931 · IAPD ↗ · 414-475-1369

$496.9MRegulatory AUM
5Advisory reps
8Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
February 2025 — MCCARTHY GRITTINGER FINANCIAL GROUP, LLC is now doing business as THE MILWEALTH GROUP, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.