The Milwealth Group, Llc
- Regulatory AUM
- $497M
- Discretionary
- $488M
- Clients
- 236
- Avg AUM / client
- $2.1M
- Accounts
- 822
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Investments (13F portfolio — 81 positions, $420,115,398)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | LARGE CAP ETF | $88,396,686 | 295,789 | 21.0% | 17.8% |
| 2 | Vanguard Index Fds | SMALL CP ETF | $45,259,036 | 172,797 | 10.8% | 9.11% |
| 3 | Vanguard Intl Equity Index F | ALLWRLD EX US | $41,795,448 | 556,531 | 9.95% | 8.41% |
| 4 | Vanguard Scottsdale Fds | INT-TERM CORP | $40,021,430 | 483,643 | 9.53% | 8.05% |
| 5 | Vanguard Scottsdale Fds | INTER TERM TREAS | $37,835,740 | 635,361 | 9.01% | 7.61% |
| 6 | Dimensional Etf Trust | US CORE EQUITY 2 | $31,085,771 | 799,943 | 7.4% | 6.26% |
| 7 | Vanguard Charlotte Fds | TOTAL INT BD ETF | $28,491,270 | 592,950 | 6.78% | 5.73% |
| 8 | Dimensional Etf Trust | GLOBAL CORE PLUS | $27,661,721 | 512,349 | 6.58% | 5.57% |
| 9 | Dimensional Etf Trust | WORLD EX US CORE | $22,918,882 | 674,680 | 5.46% | 4.61% |
| 10 | Vanguard Bd Index Fds | SHORT TRM BOND | $19,070,235 | 243,212 | 4.54% | 3.84% |
| 11 | Vanguard Intl Equity Index F | FTSE SMCAP ETF | $17,165,423 | 117,741 | 4.09% | 3.45% |
| 12 | Vanguard Specialized Funds | DIV APP ETF | $4,968,224 | 23,102 | 1.18% | 1.0% |
| 13 | Vanguard Index Fds | GROWTH ETF | $2,514,639 | 5,757 | 0.6% | 0.51% |
| 14 | Vanguard Index Fds | VALUE ETF | $2,170,928 | 11,065 | 0.52% | 0.44% |
| 15 | Schwab Strategic Tr | INT-TRM U.S TRES | $1,925,592 | 77,302 | 0.46% | 0.39% |
| 16 | Schwab Strategic Tr | US SML CAP ETF | $1,430,671 | 49,198 | 0.34% | 0.29% |
| 17 | Vanguard Index Fds | MID CAP ETF | $1,012,200 | 3,525 | 0.24% | 0.2% |
| 18 | Vanguard Index Fds | TOTAL STK MKT | $718,127 | 2,238 | 0.17% | 0.14% |
| 19 | Ea Series Trust | ALPHA ARCHITECT | $643,521 | 13,834 | 0.15% | 0.13% |
| 20 | Vanguard World Fd | ESG INTL STK ETF | $464,994 | 6,483 | 0.11% | 0.09% |
| 21 | Vanguard Index Fds | S&P 500 ETF SHS | $398,566 | 667 | 0.09% | 0.08% |
| 22 | Vanguard Whitehall Fds | HIGH DIV YLD | $389,990 | 2,633 | 0.09% | 0.08% |
| 23 | Ishares Tr | CORE S&P500 ETF | $377,556 | 578 | 0.09% | 0.08% |
| 24 | Berkshire Hathaway Inc Del | CL B NEW | $330,648 | 690 | 0.08% | 0.07% |
| 25 | Apple Inc | COM | $322,568 | 1,271 | 0.08% | 0.06% |
Top 25 of 81 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 57 | $23.7M | 4.76% |
| High net worth individuals | 179 | $467M | 94.0% |
| Corporations and other businesses | Fewer than 5 clients | $6.0M | 1.22% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jacqueline Ann Schneider | Partner | CFP | Feb 2007 (20y) | 25% – 50% |
| Matthew T. Miler | Managing Partner & Chief Compliance Officer | CFP | Aug 2012 (14y) | 50% – 75% |
| Amy Lohmann Finley | Registered representative | CFP | Jan 2002 (25y) | |
| Alicia Ann Nordwig | Registered representative | CFP | Oct 2017 (9y) | |
| Jacob Thomas Hornak | Registered representative | CFP | Sep 2018 (8y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 983 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $492M (99% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗