
Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs
November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...


Paige Mueller is a Client Service Manager for the Koeneman Team at Moneta.
Paige earned her Master’s in Business Administration concentrating in Finance and her Master’s in Public Policy concentrating in Applied Economic Policy from Pepperdine University in Malibu, California. She earned her B.S. in Political Science from Louisiana State University in Baton Rouge. She received her Global Enterprise Management Certificate from the University of Oxford while studying abroad in the United Kingdom.
Paige came to Moneta from TD Ameritrade, where she worked as a Specialist in their Private Client Services Department.
Outside of Moneta, Paige enjoys spending time with her family, hot yoga, and hiking. She resides in Oakville with her husband and daughter.
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November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...

November 10, 2025
We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Fina...

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