# Mueller Wealth

Mueller Wealth is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/rossmueller

## Regulatory record

- **CRD number:** 306943
- **SEC file number:** 801-132250
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306943

## About

Mueller Wealth is a comprehensive financial services firm that specializes in personalized financial planning, tax-focused investment management, and wealth management strategies. With a commitment to acting in the best interests of its clients, Mueller Wealth strives to help individuals, families, and businesses achieve their financial goals. Founded over 30 years ago, Mueller Wealth is proud to serve clients across the country in the areas of personal wealth, group retirement plan services and risk management. Securities offered through LPL Financial. Member SIPC sipc.org. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and Mueller Wealth are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Mueller Wealth may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

## Questions

### What is Mueller Wealth's known AUM or deployment?

Mueller Wealth has not publicly disclosed its assets under management (AUM) or annual deployment. No credible third-party publication has reported a number. The firm's AUM band is listed as Undisclosed.

### Does Mueller Wealth participate in fund commitments or direct deals?

There is no public record of Mueller Wealth committing to external funds or making direct investments. Without a captured website or media reporting, the firm's investment approach—whether fund-of-funds, direct co-investments, or club deals—cannot be confirmed.

### What sectors does Mueller Wealth invest in?

No sector tags or investment preferences have been attributed to Mueller Wealth. The firm has not published a strategy statement, and no portfolio companies have been identified through primary research. Sector focus remains unverified.

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Last updated: 2026-07-06T01:24:21.701Z

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