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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 $287,610,565 assets under management, offering retirement planning & investment advisory services to 1397 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 159251 |
| SEC# | 801-110251 |
| Assets Managed by Firm | $287,610,565 |
| No. of Clients | 1397 |
| No. of Advisors | 7 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1397 | $287,610,565 |
| Individuals (other than high net worth individuals) | 207 | $56,845,941 |
| High net worth individuals | 115 | $225,147,415 |
| Pension and profit sharing plans | 3 | $1,064,703 |
| Corporations or other businesses | 4 | $4,255,175 |
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