Millennial Wealth
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
FINTRXOverview
Millennial Wealth is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2024. The firm primarily serves individual and family clients and charges clients through a mix of percentage-of-AUM fees, hourly consulting, and fixed-fee engagements. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. Millennial Wealth does not identify as an active ESG investor and does not operate as a capital allocator to external managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds98%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 5Clara Bright
CRD 8291855
Levi Sanchez
Founder & Financial PlannerCRD 6342619
Reagan Smith
Associate Financial PlannerCRD 7564753
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$162M in ETFs
73%
$119M
26%
$43.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $30.3M | 44,132 | 18.70% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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