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WILKINS MILLER WEALTH MANAGEMENT, LLC
41 West Interstate 65, Service Road North
Suite 400
Mobile, Alabama 36608
Tel: 251-410-6700
About WILKINS MILLER WEALTH MANAGEMENT, LLC
WILKINS MILLER WEALTH MANAGEMENT, LLC, formally registered with the SEC as WILKINS MILLER WEALTH MANAGEMENT, LLC. The firm was established in 06/23/2022. They have over 2 offices throughout the country.
WILKINS MILLER WEALTH MANAGEMENT, LLC is a Mobile, Alabama based Financial Planning firm with nearly $220,080,000 assets under management, offering retirement planning & investment advisory services to 521 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 162222 |
| SEC# | 801-125952 |
| Assets Managed by Firm | $220,080,000 |
| No. of Clients | 521 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 521 | $220,080,000 |
| Individuals (other than high net worth individuals) | 232 | $16,210,705 |
| High net worth individuals | 99 | $168,525,973 |
| Pension and profit sharing plans | 15 | $35,150,000 |
| Corporations or other businesses | 4 | $193,322 |
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