Overview
Assets Under Management: $220 million
Headquarters: MOBILE, AL
High-Net-Worth Clients: 99
Average Client Assets: $2 million
Frequently Asked Questions
WILKINS MILLER WEALTH MANAGEMENT, 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 #162222), WILKINS MILLER WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
WILKINS MILLER WEALTH MANAGEMENT, LLC is headquartered in MOBILE, AL.
WILKINS MILLER WEALTH MANAGEMENT, LLC serves 99 high-net-worth clients according to their SEC filing dated February 12, 2025. View client details ↓
According to their SEC Form ADV, WILKINS MILLER WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
WILKINS MILLER WEALTH MANAGEMENT, LLC manages $220 million in client assets according to their SEC filing dated February 12, 2025.
According to their SEC Form ADV, WILKINS MILLER WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 99
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.57
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 521
Discretionary Accounts: 521
Regulatory Filings
CRD Number: 162222
Last Filing Date: 2025-02-12 00:00:00
Website: https://wmwealthmgt.com