Millennial Wealth Management, LLC
Firm details
- Headquarters
- Broomfield, Colorado
- CRD number
- 284746
- Custodians
- CHARLES SCHWAB & CO., INC., BETTERMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.81%
- Individuals11.19%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Millennial Wealth Management, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm offers fee arrangements that include a percentage of assets under management as well as hourly and fixed-fee engagements. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm does not position itself as an ESG-focused manager and is described as a single-state adviser.
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
- Exchange Traded Equities70%
- Public Funds/Mutual Funds27%
- Cash & Cash Equivalents3%
Contacts
3 of 3
Lori Slaughter
Financial AdvisorCRD 2606269
Carlie Campuzano
Financial Planning AssociateCRD 8231342
Grayson Hofferber
PresidentCRD 5894660
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Broomfield, CO
Boulder
Location
Broomfield, CO
Headquartered in Broomfield, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Boulder
- Address
- 2095 W 6th Ave
- Time zone
- MT (UTC-7)
- Office locations
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