# Morgan-Aly Wealth Management, LLC: new SEC registration, $105M AUM, Waukesha, WI

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Morgan-Aly Wealth Management, LLC |
| Legal name | Morgan-Aly Wealth Management, LLC |
| CRD | 328483 |
| Status | Approved |
| Registered with the SEC | 2026-03-09 |
| Latest Form ADV filing | 2026-04-02 |
| Location | Waukesha, WI, United States |
| Regulatory AUM | $105,268,201 |
| Accounts | 390 |
| Employees | 3 |
| Website | https://www.linkedin.com/company/morgan-aly-wealth-management-group/ |

## Why this score
- $105M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/328483). Last refreshed: 2026-11-04T21:45:24.609Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.