Adviser Profile

As of Date 04/02/2026
Registration SEC, Approved, 03/09/2026
Other registrations (8)
Former registrations

MORGAN-ALY WEALTH MANAGEMENT, LLC

ADV Location WAUKESHA, WI, United States
Contact Info 262 xxxxxxx
Websites
AUM* 105,268,201
of that, discretionary 105,268,201
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 269,918
% High Net Worth 12.74%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

105M 90M 75M 60M 45M 30M 15M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees