Wilkins Miller Wealth Management, LLC
Firm details
- Headquarters
- Mobile, Alabama
- CRD number
- 162222
- Registered since
- June 23, 2022
- Website
- www.wmwealthmgt.com
- Custodians
- CHARLES SCHWAB & CO., INC., ASCENSUS TRUST
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI72.89%
- Pension & Profit Sharing Plans17.52%
- Individuals9.56%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Wilkins Miller Wealth Management, LLC is an independent registered investment adviser that entered SEC registration in 2022. The firm operates as a limited liability company under individual ownership and serves both individual & family and institutional clients. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements include percentage-of-AUM billing and fixed fees. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities10%
- US Government Bonds3%
- Investment Grade Corp Bonds3%
- Other2%
Contacts
3 of 5
Greg Bowen
Wealth Management Managing DirectorCRD 4800198
Dariel Murray
Wealth Management AssociateCRD 2891789
Scott Browning
PartnerCRD 7336141
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$176M in ETFs
91%
$160M
2%
$15.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $17.6M | 588,293 | 10.05% |
Location
Mobile, AL
Mobile
Location
Mobile, AL
Headquartered in Mobile, AL, anchoring the Mobile-Daphne-Fairhope, AL metro in the South.
- Metro area
- Mobile-Daphne-Fairhope, AL
- Region
- South
- County
- Mobile
- Address
- 41 W I65 Service Rd N
- Time zone
- CT (UTC-6)
- Office locations
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