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Mueller Wealth Advisors

Updated today

Client AUM

$38,188,759

Clients

49

Advisors

1

of 1 employees

About

Mueller Wealth Advisors provides discretionary and non-discretionary asset management and financial planning to individuals, high-net-worth clients, and closely held businesses, advising across equities, fixed income, mutual funds, ETFs, retirement accounts, and select private placements. The firm also offers business-focused services such as business succession planning and coordination with other professionals for implementation of client strategies.

The firm’s investment process emphasizes strategic asset allocation informed by fundamental, quantitative, and technical analysis, with periodic rebalancing and use of institutional share classes where available. Mueller Wealth may allocate portions of client portfolios to a third‑party sub-advisor (Strategic Wealth Partners) and treats cash as an asset class while using portfolio accounting and reporting technology and internally‑reviewed AI tools to support research and operations.

What distinguishes the firm from many peers is its affiliation with an affiliated tax and accounting practice (Mueller & Associates, PLLC), and its explicit acceptance of corporate and closely held business clients, which creates additional opportunities for coordinated tax and investment planning through related entities while keeping those services separate and optional. The brochure also discloses potential conflicts of interest from affiliated tax services and licensed insurance activities, and the firm assesses an annual household technology fee and uses third‑party platforms for custody, reporting, and trade execution.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Retirement income strategy Tax strategies for small businesses Active portfolio management Options & derivatives strategies

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning fixed fees up to $5,000

Percentage

Up to 2.00% annually (negotiable)

Commissions

IARs licensed as insurance agents may receive commissions from insurance products sold, typically less than 10% of time spent on this activity.

Project-based

Up to $500/hour for financial planning (negotiable)

Subscriptions

Annual household technology fee of $150

Main office

4845 Spicewood Springs Rd

Austin TX 78759

Advisors at this office

1

Most active in

Florida · Texas

Also doing business as

Mueller Wealth Advisors · Mueller Wealth, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

View complete list of advisors at this firm
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