Overview
Assets Under Management: $204 million
High-Net-Worth Clients: 87
Average Client Assets: $1 million
Frequently Asked Questions
MILLENNIAL WEALTH LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289970), MILLENNIAL WEALTH LLC is subject to fiduciary duty under federal law.
MILLENNIAL WEALTH LLC serves 87 high-net-worth clients according to their SEC filing dated January 16, 2025. View client details ↓
According to their SEC Form ADV, MILLENNIAL WEALTH LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
MILLENNIAL WEALTH LLC manages $204 million in client assets according to their SEC filing dated January 16, 2025.
According to their SEC Form ADV, MILLENNIAL WEALTH LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 87
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.19
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,292
Discretionary Accounts: 1,292
Regulatory Filings
CRD Number: 289970
Last Filing Date: 2025-01-16 00:00:00
Website: https://millennialwealthllc.com