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- Custodian
- Charles Schwab & Company · Interactive Brokers · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Ember alphaCapital +more
- Established Date
- 01-01-2020
- Office Locations
- 1
Office Locations
About Mueller Wealth Advisors
Mueller Wealth, LLC is an Austin, Texas–based registered investment advisor providing wealth management and financial planning, including tax and estate planning, charitable strategies, and insurance guidance. The firm’s portfolios are largely implemented with ETFs and other public funds. It serves individuals and business owners/entrepreneurs and supports accounts held at major custodians such as Charles Schwab and Interactive Brokers, using eMoney for planning.
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Owner & Executives
Brian Mueller
Partner, President
- CRD
- --
- Ownership
- 75% or more
Max Mueller
Chief Compliance Officer, Chief Investment Officer, Financial Advisor, General Partner, Managing Partner
- CRD
- #7605245
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,684,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,684,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $55,684,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,223,816,566 | 19.6% |
| Corporate - Investment Grade | $2,179,142,762 | 34.9% |
| Cash | $1,879,432,583 | 30.1% |
| U.S. Government/Agency | $961,570,158 | 15.4% |
| Total | $6,243,962,069 | 100.0% |