Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > menlo park > MILLS WEALTH ADVISORS, LLC
MILLS WEALTH ADVISORS, LLC
1207 S. White Chapel Blvd
Suite 150
Southlake, Texas 76092
Tel: 817-416-7300
About MILLS WEALTH ADVISORS, LLC
MILLS WEALTH ADVISORS, LLC, formally registered with the SEC as MILLS WEALTH ADVISORS, LLC. The firm was established in 04/04/2017. They have over 1 offices throughout the country.
MILLS WEALTH ADVISORS, LLC is a Southlake, Texas based Financial Planning firm with nearly $346,240,660 assets under management, offering retirement planning & investment advisory services to 1537 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 159251 |
| SEC# | 801-110251 |
| Assets Managed by Firm | $346,240,660 |
| No. of Clients | 1537 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1537 | $346,240,660 |
| Individuals (other than high net worth individuals) | 210 | $55,772,043 |
| High net worth individuals | 136 | $283,975,938 |
| Pension and profit sharing plans | 3 | $1,484,697 |
| Corporations or other businesses | 5 | $4,842,041 |
More Retirement Planning firms in Southlake, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Southlake, Texas