41 West Interstate 65, Service Road North
Suite 400
Mobile, Alabama 36608
Tel: 251-410-6700
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$23,574,716,836 | 61 | 19 | |
$16,990,335,269 | 2 | 29 | |
$14,539,829,905 | 22135 | 261 | |
$8,110,107,935 | 50 | 167 | |
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223 | $7,878,130,018 | 367 | 42 |
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