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MORGAN-ALY WEALTH MANAGEMENT, LLC

WAUKESHA, WI · CRD 328483 · IAPD ↗ · 2626910100

$105.3MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2026 — MORGAN-ALY WEALTH MANAGEMENT, LLC (WAUKESHA, WI) is newly SEC-registered with $105.3M 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.