$148.1M Total AUM
$143.6M Disc. AUM
-- 3Y CAGR
5 Employees
395 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Pathway
- Established Date
- 03-31-2020
- Office Locations
- 1
Office Locations
524 E. Main Street Mishicot WI
About Mueller Wealth
Mueller Wealth is a fiduciary wealth management firm serving individuals, first-time investors, and business owners/entrepreneurs. The team provides investment guidance, retirement and 401(k) assistance, and planning support including insurance and estate strategies across life stages. Client portfolios are primarily implemented with ETFs, and the firm uses Charles Schwab as a key custodian.
Team overview
26 AVG AGE
$74.1M AVG AUM / ADVISOR
$374.9K AVG AUM / CLIENT
5.7 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Glacier Focus timber Peak Value Vector Bridge harbor
Client Personas
Catalyst Beacon
Custodian
North
Investment Themes
Vector Prime Wave
Investment Vehicles
Crest Insight
Platform
Delta
Services
Momentum vital Value Momentum Foundation beacon Vector Atlas Foundation north Insight optima Element summit
Technology
Vertex fusion
Owner & Executives
ROSS ANTHONY MUELLER
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #2453706
- Ownership
- 75% or more
(889) 311-7264
crest.ember@momentumcapital.com
in linkedin.com/in/ember-vital
Showing 1 of 1 owners & executives
Unlock allContacts
Parker Paul Mueller
Wealth Advisor
- CRD
- #7140299
(461) 740-4661
radial.wave@signalcapital.com
in linkedin.com/in/alpha-prime
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $143,635,695 | $159,773 |
| Non-Discretionary | $4,467,073 | $120,732 |
| Total | $148,102,768 | $158,229 |
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Separately Managed Accounts
Total SMA Asset: $148,102,768
Equity - Exchange:
29.1% Public Funds:
12.9% Cash:
23.3% Private Funds:
10.1% Corporate - Investment Grade:
24.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,389,756,829 | 29.1% |
| Public Funds | $616,077,769 | 12.9% |
| Cash | $1,112,760,622 | 23.3% |
| Private Funds | $482,355,463 | 10.1% |
| Corporate - Investment Grade | $1,174,845,979 | 24.6% |
| Total | $4,775,796,662 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON INSIGHT MOMENTUM | VITAL HORIZON | YBX7XCFE7 | MEYIF | 10.89% | $62,652,972 |
| FOUNDATION VECTOR QUANTUM | MATRIX RADIAL | BA4YAW8MS | QQHLN | 2.42% | $44,494,008 |
| HORIZON SIGNAL | WAVE GLACIER | 2DDQAWC8M | FMGSS | 6.93% | $10,787,211 |
| ALPHA CAPITAL ELEMENT | FUSION TIMBER | 0ISDQKNOA | YUOQP | 4.80% | $76,037,423 |
| BEACON VALUE | ALPHA BRIDGE | 1YU8F7N18 | TRZZS | 6.59% | $43,286,803 |
| CREST CREST UNISON | PEAK WAVE | I1KOD1X94 | KNIYS | 2.85% | $32,226,018 |
| PATHWAY EMBER | PATHWAY CAPITAL | UNJLLEZAW | FNERR | 2.41% | $94,130,864 |
| VALUE ZENITH | OAK BEACON | R4T2FGTIL | JNUR | 2.42% | $4,074,525 |