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MOLLER WEALTH PARTNERS, INC., CRD 110493
NORTHFIELD, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| NATHAN LAWRENCE EADS | Certified Financial Planner | NORTHFIELD, IL | 16 | 27 | 2 | no |
| Brian Joseph Fritzsche | Certified Financial Planner|Chartered Financial Analyst | NORTHFIELD, IL | 8 | 17 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CHARLES, FAITH, ALISON | CHIEF COMPLIANCE OFFICER | C | yes | 12/2015 | Mar 14, 2016 | Oct 23, 2024 |
| EADS, NATHAN, LAWRENCE | PRESIDENT/CEO | C | yes | 05/2018 | Jun 4, 2018 | Oct 23, 2024 |
| Fritzsche, Brian, Joseph | SR. FINANCIAL PLANNER | C | yes | 01/2021 | Feb 15, 2021 | Oct 23, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Chicago | IL | United States | 4 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 13, 2026 | $756M | $755M | 7 | 4 | 1 | n/a | n/a |
| 2024 | Mar 31, 2025 | $650M | $650M | 7 | 4 | 1 | n/a | n/a |
| 2023 | Feb 8, 2024 | $565M | $564M | 7 | 4 | 1 | n/a | n/a |
| 2022 | Jan 19, 2023 | $502M | $500M | 7 | 4 | 1 | n/a | n/a |
| 2021 | Feb 7, 2022 | $546M | $545M | 7 | 4 | 1 | n/a | n/a |
| 2020 | Feb 15, 2021 | $463M | $461M | 7 | 4 | 1 | n/a | n/a |
| 2019 | Feb 4, 2020 | $442M | $442M | 7 | 4 | 1 | n/a | n/a |
| 2018 | Feb 20, 2019 | $402M | $402M | 7 | 4 | 2 | n/a | n/a |
| 2017 | Mar 6, 2018 | $421M | $421M | 6 | 3 | 2 | n/a | n/a |
| 2016 | Feb 15, 2017 | $351M | $351M | 7 | 4 | n/a | n/a | n/a |
| 2015 | Mar 14, 2016 | $333M | $333M | 7 | 3 | n/a | n/a | n/a |
| 2014 | Mar 27, 2015 | $364M | $364M | 7 | 3 | n/a | n/a | n/a |
| 2013 | Mar 26, 2014 | $341M | $341M | 7 | 3 | n/a | n/a | n/a |
| 2012 | Mar 26, 2013 | $277M | $277M | 7 | 3 | n/a | n/a | n/a |
| 2011 | Mar 27, 2012 | $242M | $242M | n/a | n/a | n/a | n/a | 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 | 0 | 0.0% | 0 | 0 | 0 | 0 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $756M | $650M | 16.2% | $502M | 14.7% | 7 | 7 | 1 | 1 |