DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Moller Wealth Partners
Legal name Moller Wealth Partners, Inc.
Latest filing Feb 13, 2026
First filing on the tape Mar 27, 2012 · 31 filings
SEC status approved since Feb 18, 1992
RAUM
$756M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$756M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$378M
derived; firm RAUM over IAPD count
Employees
7
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
31 filings and snapshots on the tape
RAUM$756M as of Feb 13, 2026
Mar 27, 2012$242M then
HNW client RAUM$671M as of Feb 13, 2026
Mar 6, 2018$380M then
State-registered IARs (5.B.3)2 as of Feb 13, 2026
Mar 27, 20120 then
Employees (5.A)7 as of Feb 13, 2026
Mar 26, 20137 then
Private funds: no history
RAUM +16% over the last fiscal year+15% a year over threeIARs 4 to 2
Practice profile
derived from the filing of Feb 13, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $378MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 148derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.9MderivedHNW RAUM over HNW clients
- Average account
- $558,720derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.5derivedItem 5.A over advisors
- Advisors per office
- 1.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%derivedbetween the last two annual amendments
- Advisor growth, one year
- -50%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +1.0%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$671M89%
- Individuals$84.7M11%
- Individual clients
- 159reported
- HNW clients
- 137reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,353reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Nathan Lawrence EadsCertified Financial Planner | Northfield, Il | Nov 12, 2009 | 27 y | 2 |
| Brian Joseph FritzscheCertified Financial Planner, Chartered Financial Analyst | Northfield, Il | Jun 14, 2018 | 17 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Nancy Jane Fehrenbach to Nadler Financial Group, Inc.Feb 19, 2025 · RIA to RIA
- John Benjamin Nowak to Alo Financial PlanningAug 16, 2018 · RIA to RIA
- Patricia Diane Hughes to Lake Life Wealth Advisory GroupNov 13, 2017 · Other
- Tamra Rae Wener to Rw Financial Planning, LLCMar 27, 2015 · Other
Joined, latest
- Nancy Jane Fehrenbach from Phase III Advisory Services, LtdDec 7, 2021 · RIA to RIA
- Tamra Rae Wener from Renew Financial Consulting, Inc.Nov 19, 2014 · Other
- Nathan Lawrence Eads from Ehlert Financial Group, Inc.Nov 12, 2009 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Alison Faith Charles · Chief Compliance Officercontrolsince 12/2015 · owns 25% to 50%
- Lawrence Nathan Eads · President/Ceocontrolsince 05/2018 · owns 25% to 50%
- Joseph Brian Fritzsche · Sr. Financial Plannercontrolsince 01/2021 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Northfield, Il · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Chicago, IL4 employees
What changed
consecutive filings, newest first
- Accounts · 1,284 to 1,353Mar 31, 2025 to Feb 13, 2026
- HNW clients · 131 to 137Mar 31, 2025 to Feb 13, 2026
- Individual clients · 162 to 159Mar 31, 2025 to Feb 13, 2026
- Assets in custody · $31.9M to $24.3MMar 31, 2025 to Feb 13, 2026
- Financial planning clients · 101-250 to 251-500Mar 31, 2025 to Feb 13, 2026
- State-registered IARs · 4 to 2Mar 31, 2025 to Feb 13, 2026
- Discretionary RAUM · $650M to $755MMar 31, 2025 to Feb 13, 2026
- HNW RAUM · $579M to $671MMar 31, 2025 to Feb 13, 2026
- Individual RAUM · $71.0M to $84.7MMar 31, 2025 to Feb 13, 2026
- Non-discretionary RAUM · $938,870 to $1.2MMar 31, 2025 to Feb 13, 2026
- RAUM · $650M to $756MMar 31, 2025 to Feb 13, 2026
- Financial planning clients · 101-250 to 101-250Feb 13, 2025 to Mar 31, 2025
- Accounts · 1,192 to 1,284Oct 23, 2024 to Feb 13, 2025
- Advisory employees · 3 to 4Oct 23, 2024 to Feb 13, 2025
- HNW clients · 121 to 131Oct 23, 2024 to Feb 13, 2025
- Individual clients · 142 to 162Oct 23, 2024 to Feb 13, 2025
- Assets in custody · $20.8M to $31.9MOct 23, 2024 to Feb 13, 2025
- Employees · 6 to 7Oct 23, 2024 to Feb 13, 2025
- State-registered IARs · 3 to 4Oct 23, 2024 to Feb 13, 2025
- Discretionary RAUM · $564M to $650MOct 23, 2024 to Feb 13, 2025
- HNW RAUM · $509M to $579MOct 23, 2024 to Feb 13, 2025
- Individual RAUM · $56.4M to $71.0MOct 23, 2024 to Feb 13, 2025
- Non-discretionary RAUM · $1.0M to $938,870Oct 23, 2024 to Feb 13, 2025
- RAUM · $565M to $650MOct 23, 2024 to Feb 13, 2025
- Advisory employees · 4 to 3Feb 13, 2024 to Aug 1, 2024
- Employees · 7 to 6Feb 13, 2024 to Aug 1, 2024
- State-registered IARs · 4 to 3Feb 13, 2024 to Aug 1, 2024
- Assets in custody · $19.3M to $20.8MFeb 8, 2024 to Feb 13, 2024
- Accounts · 1,100 to 1,192Oct 16, 2023 to Feb 8, 2024
- HNW clients · 117 to 121Oct 16, 2023 to Feb 8, 2024
- Individual clients · 128 to 142Oct 16, 2023 to Feb 8, 2024
- Assets in custody · $11.5M to $19.3MOct 16, 2023 to Feb 8, 2024
- Discretionary RAUM · $500M to $564MOct 16, 2023 to Feb 8, 2024
- HNW RAUM · $459M to $509MOct 16, 2023 to Feb 8, 2024
- Individual RAUM · $42.6M to $56.4MOct 16, 2023 to Feb 8, 2024
- Non-discretionary RAUM · $1.1M to $1.0MOct 16, 2023 to Feb 8, 2024
- RAUM · $502M to $565MOct 16, 2023 to Feb 8, 2024
- Business name · MOLLER FINANCIAL SERVICES to MOLLER WEALTH PARTNERSAug 22, 2023 to Oct 12, 2023
- Legal name · JACK MOLLER & ASSOCIATES, INC. to MOLLER WEALTH PARTNERS, INC.Aug 22, 2023 to Aug 22, 2023
- Accounts · 1,003 to 1,100Feb 7, 2022 to Jan 19, 2023
Signals
2 dated events
- Nancy Jane Fehrenbach left Moller Wealth Partners for Nadler Financial Group, Inc. (registered 2025-06-20)Feb 19, 2025 · Advisor changed firm · fact
- Mcgill John Moller (Founding Partner/Chairman) no longer on Schedule A of Moller Wealth Partners (listed 2024-02-13, absent 2024-08-01)Aug 1, 2024 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@mollerwealthpartners.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 312-648-6169reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 847-441-7575reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/MOLLER-WEALTH-PARTNERSreportedpublic record, Form ADV, Sep 17, 2026
- Website
- MOLLERWEALTHPARTNERS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 847-441-7575reportedpublic record, Form ADV, Feb 13, 2026
- Contact form
- mollerwealthpartners.com/contactreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $378Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026