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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 $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 |
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