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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

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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 StatusApproved
Firm CRD#162222
SEC#801-125952
Assets Managed by Firm$220,080,000
No. of Clients521
No. of Advisors3

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 ClientsAUM
Firm Total521$220,080,000
Individuals (other than high net worth individuals)232$16,210,705
High net worth individuals99$168,525,973
Pension and profit sharing plans15$35,150,000
Corporations or other businesses4$193,322

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