Millennial Wealth

RIASEC RegisteredEst. 2024
Total AUM
$279M
Discretionary
$279M
100% of AUM
Avg account
$1.2M
Accounts
229
Employees
6
Advisory reps
5

Firm details

Headquarters
,
CRD number
289970
Registered since
January 17, 2024
Website
millennialwealthllc.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI81.06%
  • Individuals18.94%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Millennial Wealth is an independent registered investment adviser formed as an LLC and registered with the SEC in 2024. It serves individual and family clients and offers fee arrangements that include a percentage of assets under management, hourly fees, and fixed fees. The firm provides financial planning and portfolio management for individuals, small businesses, and business or institutional clients. Millennial Wealth does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 98%, US Government Bonds 1%, Cash & Cash Equivalents 1%98%
  • Public Funds/Mutual Funds98%
  • US Government Bonds1%
  • Cash & Cash Equivalents1%

Contacts

3 of 5

  • Clara Bright

    CRD 8291855

  • Levi Sanchez

    Levi Sanchez

    Founder & Financial PlannerCRD 6342619

  • Reagan Smith

    Reagan Smith

    Associate Financial PlannerCRD 7564753

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 46

Active vs passive

$140M in ETFs

Passive

73%

$103M

Active

26%

$37.6M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$26.8M44,86319.12%
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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth