Millennial Wealth

RIASEC RegisteredEst. 2024

Total AUM

$279M

Discretionary

$279M

100% of AUM

Avg account

$1.2M

Accounts

229

Employees

Advisory reps

Firm details

Headquarters: Fall City, Washington
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

FINTRX

Overview

Millennial Wealth LLC is an independent registered investment adviser that provides financial planning and portfolio management primarily to individual and family clients, with services extending to small businesses and institutional/business accounts. The firm is structured as a limited liability company, owned by an individual, and appears to charge a mix of fee models (percentage of AUM, hourly, and fixed fees). Its SEC registration is dated 2024. Millennial Wealth does not present itself as an active ESG investor and is not identified as a capital allocator. Advisory services emphasize tailored planning and discretionary portfolio management for private clients. The firm’s business activities, as reported, center on financial planning and portfolio management rather than pension consulting or multi-state advisory specialization.