Morgan-aly Wealth Management, LLC

Morgan-aly Wealth Management, LLC (CRD# 328483) is a financial advisory firm headquartered in Waukesha, WI. They manage $75,503,498 in 299 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

N4w22370 Bluemound Rd, Suite 204, Waukesha, WI 53186

https://morgan-aly.com/

By the Numbers

Total Assets Under Management

76

MILLION
Total Number of Accounts

299

ACCOUNTS
Average Account Value

$252,520

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses
Pension consulting services

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

TX, WI

Financial Advisors at Morgan-aly Wealth Management, LLC

Showing 1 - 2 of 2 top financial advisors.

James A. Hayett

CRD#: 1015599

N4w22370 Bluemound Rd, Suite 204, Waukesha, WI 53186

James Hayett (CRD# 1015599) is an Investment Advisor Representative working at Morgan-aly Wealth Management, LLC in Waukesha, WI and has over 41 years of experience in the finance industry.

Jason L. Behr

CRD#: 6855194

N4w22370 Bluemound Rd, Suite 204, Waukesha, WI 53186

Jason Behr (CRD# 6855194) is an Investment Advisor Representative working at Morgan-aly Wealth Management, LLC in Waukesha, WI and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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