SEC Form ADV

MORGAN-ALY WEALTH MANAGEMENT, LLC

Registered Investment AdviserWI
$105.3M
Assets Under Management
390
Total Clients
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Registration Details

Accession
CRD-328483
Location
WAUKESHA, WI
Filing Date
April 2, 2026
AUM
$105.3M
Total Clients
390
Amendment
No

About this Adviser

MORGAN-ALY WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in WAUKESHA, WI, managing approximately $105.3M in assets across 390 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.