$105.3M Total AUM
$105.3M Disc. AUM
-- 3Y CAGR
3 Employees
157 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Wave deltaEmber
- Established Date
- 12-01-2023
- Office Locations
- 1
Office Locations
N4w22370 Bluemound RD Suite 204 Waukesha WI
About Morgan-ALY Wealth Management, LLC
Morgan-Aly Wealth Management Group is an independent, fee-only advisory firm in Waukesha, WI providing comprehensive financial planning and investment management. Portfolios are designed around client goals and values, with guidance through personal and business transitions. Investment implementation is ETF-centric, with securities offered through LPL Financial.
Team overview
-- AVG AGE
$52.6M AVG AUM / ADVISOR
$670.5K AVG AUM / CLIENT
2.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Atlas
Client Personas
Quantum
Custodian
Value matrix Atlas ridge
Investment Themes
North Momentum Vital
Investment Vehicles
Element Delta meridian
Services
Wave Horizon Matrix Vital peak Wave focus Prime Legacy Value oak
Technology
Wave Pioneer
Owner & Executives
J
Jason L Behr
Owner
- CRD
- #6855194
- Ownership
- 50% but less than 75%
(559) 341-4080
vector.vector@foundationcapital.com
in linkedin.com/in/signal-element
J
JAMES ARTHUR HAYETT
Chief Compliance Officer, Owner
- CRD
- #1015599
- Ownership
- 25% but less than 50%
(737) 670-7900
pathway.horizon@horizoncapital.com
in linkedin.com/in/timber-summit
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $105,268,201 | $269,918 |
| Non-Discretionary | $0 | -- |
| Total | $105,268,201 | $269,918 |
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Separately Managed Accounts
Total SMA Asset: $105,268,201
Equity - Exchange:
28.1% Cash:
18.3% U.S. Government/Agency:
32.0% Public Funds:
7.7% Municipal Bonds:
13.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $240,422,484 | 28.1% |
| Cash | $156,574,073 | 18.3% |
| U.S. Government/Agency | $273,790,730 | 32.0% |
| Public Funds | $65,880,894 | 7.7% |
| Municipal Bonds | $118,927,849 | 13.9% |
| Total | $855,596,030 | 100.0% |