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- Custodian
- Charles Schwab & Company ยท Transamerica
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-27-1999
- Office Locations
- 2
Office Locations
About THE Milwealth Group, LLC
MilWealth Group is a Milwaukee-based, fee-only RIA providing ongoing investment management and financial planning for individuals and families. The team uses a planning-led approach with asset allocation and portfolio construction, investing primarily through public funds and ETFs, and supports retirement, tax, and estate-planning needs. Custody includes Charles Schwab, with portfolio workflows supported by Tamarac/Envestnet.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MATTHEW T. MILER
Chief Compliance Officer, Managing Partner, Partner
- CRD
- #5294615
- Ownership
- 50% but less than 75%
JACQUELINE ANN SCHNEIDER
Partner
- CRD
- #5279285
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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AMY LOHMANN FINLEY
Advisor
- CRD
- #4592276
Jacob Thomas Hornak
Advisor
- CRD
- #6983549
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $488,364,912 | $595,567 |
| Non-Discretionary | $8,535,712 | $4,267,856 |
| Total | $496,900,624 | $604,502 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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