Moller Wealth Partners, Inc.
- Regulatory AUM
- $756M
- Discretionary
- $755M
- Clients
- 296
- Avg AUM / client
- $2.6M
- Accounts
- 1,353
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Feb 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 159 | $84.7M | 11.2% |
| High net worth individuals | 137 | $671M | 88.8% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Faegre Drinker Retirement Savings Plan 1 Faegre Drinker Biddle & Reath Llp | 2024 | |
| Schwabplan Retirement Savings And Investment Plan The Charles Schwab Corporation | 2024 | |
| Mw&E Savings And Retirement Plan Mcdermott Will & Emery Llp | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nathan Lawrence Eads | President/Ceo | CFP | Nov 2009 (17y) | 25% – 50% |
| Charles, Faith, Alison | Chief Compliance Officer | Dec 2015 (11y) | 25% – 50% | |
| Brian Joseph Fritzsche | Sr. Financial Planner | CFP CFA | Jun 2018 (8y) | 25% – 50% |
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.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Faegre Drinker Retirement Savings Plan 1 | Faegre Drinker Biddle & Reath Llp | 1,298 | $768M | 01/01/2024 |
| Schwabplan Retirement Savings And Investment Plan | The Charles Schwab Corporation | 32,145 | $8.9B | 01/01/2024 |
| Mw&E Savings And Retirement Plan | Mcdermott Will & Emery Llp | 1,979 | $1.4B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/13/2026 | 965 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $674M (89% of AUM) Feb 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: Feb 13, 2026.
View current Form ADV (SEC/IAPD) ↗