1207 S. White Chapel Blvd
Suite 150
Southlake, Texas 76092
Tel: 817-416-7300
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$749,622,475,396 | 1153 | 1166 | |
$298,729,428,900 | 360116 | 4065 | |
$151,257,095,924 | 2923 | 481 | |
$141,927,200,000 | 158 | 1036 | |
$118,041,119,970 | 827 | 319 |
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