RIA Intel›Advisers›Texas›MUELLER WEALTH, LLC

MUELLER WEALTH, LLC

Advisory

AUSTIN, TX

Data as of Apr 16, 2026 · Source: SEC Form ADV

Rank in TX

#1,693

of 2,813 advisers by AUM

Average account

$605K

across 92 accounts

AUM per adviser

$56M

1 adviser

Source: SEC Form ADV. Figures as filed Apr 16, 2026.

Total AUM

$56M

Discretionary %

100%

Clients

57

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$56M

Discretionary AUM$56M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients57

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

57 clients

43 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

SUCRE-VAIL, INC

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ADVANCED FINANCIAL PLANNING, L.P.

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$56M

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MANAGED FINANCIAL SERVICES CORP INC

HOUSTON, TX

$55M

-14.7% 1Y

ELC ADVISORS, LLC

$56M

RANGER INTERNATIONAL MANAGEMENT (TX), LP

DALLAS, TX

$55M

+395.9% 1Y

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