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MOLLER WEALTH PARTNERS

NORTHFIELD, IL · CRD 110493 · IAPD ↗ · 847-441-7575

$755.9MRegulatory AUM
4Advisory reps
7Employees
0Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2026 — MOLLER WEALTH PARTNERS reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
March 2024 — MOLLER WEALTH PARTNERS notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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