Mills Wealth Advisors, LLC

RIASEC Registered

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, owner-operated registered investment adviser that began its SEC registration in 2017. The firm serves both individuals and families as well as institutional clients, and describes itself as a capital allocator that constructs portfolios, provides financial planning and selects other managers. Its advisory services include portfolio management for individuals and pooled investment vehicles and it sponsors or serves as general partner/managing member of pooled funds. Fee arrangements are varied — percentage of AUM, fixed and hourly charges, and performance-based fees are all used. The firm does not identify as an ESG investor.