SourcingSourcing

MUELLER WEALTH, LLC

C47
CRD 306943·SEC 801-132250·MISHICOT, WI
AUM
$148.1M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$444K
@ 30% margin
Est. Deal Value
$3.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MUELLER WEALTH, LLC
CRD
306943
SEC file #
801-132250
EIN
825381242
DBA names
Mueller Wealth

Economics

AUM
$148.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$121.3M → $148.1M▲ +22%
Client mix
Individuals Other333
Individuals High Net Worth55
Corporations7

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
MISHICOT WI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/06/2026
ADV-W filed at
—
Website
linkedin.com/in/rossmueller(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MUELLER, ROSS, ANTHONY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MUELLER, ROSS, ANTHONY
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:mueller.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002110608
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-10
Edgar Last Filing Date
2026-05-01
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-01
Accession0002110608-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2426
Soi Zip Pct 200k Plus
0.0368
Soi Zip Returns 200k Plus
50
Soi Zip Total AGI
98,718
Fdic Zip Total Deposits
1,274,579,000
Fdic Zip Branch Count
42
Fdic Zip Top Banks
Bank First, N.A.
Bank First National

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
524 E MAIN STREETPO BOX 341MISHICOT, WI 54228
Business
524 E MAIN STREETPO BOX 341MISHICOT, WI 54228
Edgar EIN
825381242
Edgar Recent Filings
13F-HR2026-05-01 · 0002110608-26-000002
13F-HR2026-02-10 · 0002110608-26-000001
Fdic Zip Branches Raw
Norwest Bank Wisconsin, National AssociationMishicot, WI
First National Bank in ManitowocMishicot, WI
Fdic Zip HHI
3223.98
Fdic Zip Top Bank Share Pct
42.13
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI4,208
Returns320
Stub 2
AGI11,420
Returns300
Stub 3
AGI14,865
Returns240
Soi Zip Total Business Income
1,522
Soi Zip Total Cap Gains
3,349
Soi Zip Total Dividends
1,086
Soi Zip Total Returns
1,360
Top Owner CRD
2453706
Trust Company Affiliate
No

People (2)

2
MUELLER, ROSS, ANTHONY
IAR · Direct Owner · 87.5%
2453706
Parker Paul Mueller
IAR
7140299