CRD: 110493
Moller Wealth Partners
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-18-1992
- Office Locations
- 1
Office Locations
About Moller Wealth Partners
Moller Wealth Partners is an Illinois-based RIA providing comprehensive wealth management for individuals and families, anchored in personalized financial planning with a quarterly cadence (plan projections, estate, insurance, and tax planning coordinated with clients’ attorneys and tax preparers). The team manages long-term, diversified portfolios with a disciplined, cost-conscious approach, custodied primarily at Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
FAITH ALISON CHARLES
Chief Compliance Officer, CHIEF OPERATING OFFICER, Compliance Officer
- CRD
- --
- Ownership
- 25% but less than 50%
NATHAN LAWRENCE EADS
Chief Executive Officer, Financial Planner, President
- CRD
- #3161485
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $754,794,765 | $558,280 |
| Non-Discretionary | $1,154,015 | $1,154,015 |
| Total | $755,948,780 | $558,720 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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