MILLENNIAL WEALTH ADVISORS
  • MILLENNIAL WEALTH ADVISORS
  • MILLENNIAL WEALTH ADVISORS, LLC

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Adviser Profile

As of Date 04/16/2026
Registration SEC, Approved, 05/14/2026
Other registrations (3)
Former registrations

MILLENNIAL WEALTH ADVISORS, LLC

Contact Info 312 xxxxxxx
Websites
AUM* 146,048,654
of that, discretionary 0
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 2,980,585
% High Net Worth 64.44%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Performance-based fees

Reported AUM

146M 125M 104M 83M 63M 42M 21M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees