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, owner-operated registered investment adviser that began SEC registration in 2022. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its billing mixes percentage-of-AUM fees with fixed fees. The firm is not positioned as a capital allocator and does not report active ESG investing practices. An accounting firm is listed among its industry affiliations.
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 8
Dariel Murray
Wealth Management AssociateCRD 2891789
Greg Bowen
Wealth Management Managing DirectorCRD 4800198
Eric Jones
PartnerCRD 7336147
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 73Active vs passive
$181M in ETFs
91%
$165M
2%
$15.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $17.4M | 592,426 | 9.64% |
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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