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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

THE MILWEALTH GROUP, LLC

CRD 108931

MILWAUKEE, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:17ae5090-e0cd-3e04-5e12-42b5be85bbe8

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Mar 27, 2012 to Mar 25, 2026
30 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $497MItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $488M
Private client RAUM: $491MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $99.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 822
Individual clients: 57
High net worth clients: 179
Custody, client assets: $173M
SEC number: 801-56927
CIK: 1972750
CRD: 108931
Filings on the tape: 30
First filed: Mar 27, 2012
Latest filed: Mar 25, 2026
Organised: Limited Liability Company, WI

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
AMY LOHMANN FINLEY	Certified Financial Planner	MILWAUKEE, WI	24	24	n/a	no
JACQUELINE ANN SCHNEIDER	Certified Financial Planner	MILWAUKEE, WI	19	20	n/a	no
MATTHEW T. MILER	Certified Financial Planner	MILWAUKEE, WI	14	19	1	no
Alicia Ann Theisen	Certified Financial Planner	MILWAUKEE, WI	8	12	n/a	no
Jacob Thomas Hornak	Certified Financial Planner	MILWAUKEE, WI	8	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MILER, MATTHEW, T.	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	D	yes	09/2021	Sep 24, 2014	Dec 9, 2024
SCHNEIDER, JACQUELINE, ANN	Partner	C	yes	09/2014	Sep 24, 2014	Dec 9, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 25, 2026	$497M	$488M	8	5	0	n/a	n/a
2024	Mar 12, 2025	$436M	$428M	9	5	0	n/a	n/a
2023	Mar 27, 2024	$390M	$382M	10	6	0	n/a	n/a
2022	Mar 28, 2023	$338M	$332M	10	6	0	n/a	n/a
2021	Mar 23, 2022	$401M	$392M	9	6	0	n/a	n/a
2020	Mar 25, 2021	$355M	$321M	8	6	0	n/a	n/a
2019	Mar 16, 2020	$308M	$278M	8	6	0	n/a	n/a
2018	Mar 14, 2019	$256M	$222M	8	6	0	n/a	n/a
2017	Mar 20, 2018	$268M	$223M	7	6	0	n/a	n/a
2016	Mar 23, 2017	$228M	$190M	8	5	n/a	n/a	n/a
2015	Mar 29, 2016	$217M	$180M	8	5	n/a	n/a	n/a
2014	Mar 12, 2015	$219M	$156M	8	5	n/a	n/a	n/a
2013	Mar 26, 2014	$209M	$137M	9	6	n/a	n/a	n/a
2012	Mar 26, 2013	$235M	$116M	9	6	n/a	n/a	n/a
2011	Mar 27, 2012	$208M	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$497M	$436M	14.0%	$338M	13.7%	8	9	0	0

Relationships

Registered with (7)

← Jacob Thomas HornakAdvisorregistration: current employment
Sep 5, 2018 to presentfactForm ADV
← Alicia Ann TheisenAdvisorregistration: current employment
Oct 18, 2017 to presentfactForm ADV
← MATTHEW T. MILERAdvisorregistration: current employment
Aug 8, 2012 to presentfactForm ADV
← JACQUELINE ANN SCHNEIDERAdvisorregistration: current employment
Feb 8, 2007 to presentfactForm ADV
← AMY LOHMANN FINLEYAdvisorregistration: current employment
Jan 17, 2002 to presentfactForm ADV
← MICHAEL JOHN WEILAdvisorregistration: previous registration
Feb 4, 2004 to Nov 8, 2013factForm ADV
← PETER MARTIN KULTAdvisorregistration: previous registration
Aug 18, 2000 to Jul 1, 2003factForm ADV

Controls (2)

← SCHNEIDER, JACQUELINE, ANNOwnerPARTNER, ownership code C, individual
Sep 24, 2014 to Dec 9, 2024factForm ADV
← MILER, MATTHEW, T.OwnerMANAGING PARTNER & CHIEF COMPLIANCE OFFICER, ownership code D, individual
Sep 24, 2014 to Dec 9, 2024factForm ADV

Dated events

Occurred
Mar 27, 2024
Control person left
David Scott Grittinger (Partner & Chief Compliance Officer) no longer on Schedule A of The Milwealth Group, Llc (listed 2023-09-05, absent 2024-03-27)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:17ae5090-e0cd-3e04-5e12-42b5be85bbe8
First observed: Mar 27, 2012
Last observed: Mar 25, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

THE MILWEALTH GROUP, LLC

CRD 108931

MILWAUKEE, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:17ae5090-e0cd-3e04-5e12-42b5be85bbe8

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:03 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

AMY LOHMANN FINLEY

Certified Financial Planner

MILWAUKEE, WI

n/a

JACQUELINE ANN SCHNEIDER

Certified Financial Planner

MILWAUKEE, WI

n/a

MATTHEW T. MILER

Certified Financial Planner

MILWAUKEE, WI

Alicia Ann Theisen

Certified Financial Planner

MILWAUKEE, WI

n/a

Jacob Thomas Hornak

Certified Financial Planner

MILWAUKEE, WI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MILER, MATTHEW, T.

MANAGING PARTNER & CHIEF COMPLIANCE OFFICER

yes

09/2021

Sep 24, 2014

Dec 9, 2024

SCHNEIDER, JACQUELINE, ANN

Partner

yes

09/2014

Sep 24, 2014

Dec 9, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$497M

$488M

n/a

2024

Mar 12, 2025

$436M

$428M

n/a

2023

Mar 27, 2024

$390M

$382M

n/a

2022

Mar 28, 2023

$338M

$332M

n/a

2021

Mar 23, 2022

$401M

$392M

n/a

2020

Mar 25, 2021

$355M

$321M

n/a

2019

Mar 16, 2020

$308M

$278M

n/a

2018

Mar 14, 2019

$256M

$222M

n/a

2017

Mar 20, 2018

$268M

$223M

n/a

2016

Mar 23, 2017

$228M

$190M

n/a

2015

Mar 29, 2016

$217M

$180M

n/a

2014

Mar 12, 2015

$219M

$156M

n/a

2013

Mar 26, 2014

$209M

$137M

n/a

2012

Mar 26, 2013

$235M

$116M

n/a

2011

Mar 27, 2012

$208M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$497M

$436M

14.0%

$338M

13.7%