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

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Adviser Profile

As of Date 05/16/2026
Registration status Registration Changed to MILLENNIAL WEALTH ADVISORS, LLC
Contact Info 312 xxxxxxx
Websites
AUM* 146,048,654 56%
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 21%
% High Net Worth 64.44% 17%
SMA’s No
Private Funds 0

Adviser Type

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

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees