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THE MILWEALTH GROUP
The Milwaukee Wealth Group, LLC is an SEC-registered investment adviser in Milwaukee, WI, registered since 1999. It manages $497 million in assets, with $488...
THE MILWEALTH GROUP
The Milwaukee Wealth Group, LLC is an SEC-registered investment adviser in Milwaukee, WI, registered since 1999. It manages $497 million in assets, with $488 million on a discretionary basis. The firm has 8 employees and 5 investment advisers.
General information
Firm type
Asset Manager
Year founded
2016
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Milwaukee
Corporate office
McLean, VA, United States
Principals
Robert Collins
Managing Partner & CEO
Sector focus
Frequently asked questions
Who runs investment decisions at The Milwealth Group?
Robert Collins, the firm's Managing Partner and CEO, leads investment decisions. A former Army servicemember, he founded Milwealth in 2016 to combine his real estate investment background with a mission to serve the military community. The firm has not publicly detailed additional investment committee members or external advisors.
What investment structures does The Milwealth Group use?
The firm operates through direct real estate syndications, where it acts as sponsor and general partner. Individual accredited investors participate as limited partners on a deal-by-deal basis, typically through single-purpose entities formed for each acquisition. Milwealth also engages in private credit deals, sourcing and underwriting loans secured by real estate.
Does The Milwealth Group participate in fund commitments or only direct deals?
The firm focuses on direct real estate syndications and private credit rather than making fund commitments. Each investment opportunity is structured and offered separately, not through a commingled blind-pool fund. Investors evaluate and commit to individual properties or loans as they are sourced.
What types of real estate does Milwealth target?
Milwealth targets value-add multifamily and commercial properties. The portfolio includes garden-style apartment complexes and small-to-mid-sized commercial buildings. The strategy relies on active management — renovations, operational improvements, and lease-up programs — to increase net operating income and property value.
Which geographies does The Milwealth Group invest in?
The firm concentrates on the Mid-Atlantic and Southeast United States, with emphasis on Virginia, North Carolina, and Florida. These markets are selected in part for their proximity to major military installations and veteran populations, aligning with the firm's investor base and property-management expertise.
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