Mills Wealth Advisors, LLC

RIASEC RegisteredEst. 2017

Total AUM

$549M

Discretionary

$507M

92% of AUM

Avg account

$292K

Accounts

1,877

Employees

Advisory reps

Firm details

Headquarters: Southlake, Texas
CRD number: 159251
Registered since: April 4, 2017
Website: www.millswealthadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI76.77%
Individuals13.3%
Pension & Profit Sharing Plans8.81%
Corporations / Businesses1.11%
Pooled Investment Vehicles0.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Mills Wealth Advisors, LLC is an independent, SEC-registered registered investment adviser formed as an LLC in 2017 and owned by an individual. The firm serves both individual & family clients and institutional clients and functions as a capital allocator: it allocates client capital to third‑party managers and sponsors or manages pooled investment vehicles itself. Its advisory services include financial planning and discretionary portfolio management for individuals, small businesses and pooled investment vehicles, along with manager selection. Fee arrangements are flexible and include percentage-of-AUM fees as well as hourly, fixed, and performance-based fee structures. The firm does not identify as an active ESG investor.