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Milwaukee Private Wealth Management, Inc (Mequon)


Milwaukee Private Wealth Management, Inc is a large advisory firm based in Mequon. It manages $100.93 million of regulatory assets for 277 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, Illinois, New York, Texas, and Wisconsin.

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Milwaukee Private Wealth Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Milwaukee Private Wealth Management: assets under management

The assets under management (AUM) of Milwaukee Private Wealth Management, Inc is $100.93 million. The firm's AUM has grown by 29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $81.74 million in discretionary accounts and $19.19 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $325.65 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $737.92 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Milwaukee Private Wealth Management, Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Mequon

The principal office where Milwaukee Private Wealth Management, Inc performs its advisory services is located at 1500 W. Market Street, Mequon, WI 53092, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 262-478-0640 or by fax 262-478-0650. The normal business hours are 8 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at mpwmi.com.


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