← Tributary

MUELLER WEALTH

MISHICOT, WI · CRD 306943 · IAPD ↗ · 920-267-6710

$148.1MRegulatory AUM
2Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2025 — MUELLER WEALTH (MISHICOT, WI) is newly SEC-registered with $121.3M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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