MILLENNIAL WEALTH MANAGEMENT, LLC

Overview

Millennial Wealth Management, LLC operates as an independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm provides fee-based financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its stated fee model is a mix of percentage-of-AUM, hourly charges, and fixed fees, which allows flexibility for ongoing wealth management engagements and one-off planning work. Investment preference skews toward public equities: the firm shows a clear equity tilt and uses exchange-traded instruments as the primary building blocks of client portfolios. It does not position itself as an ESG-focused manager. The practice appears to rely on third-party managers for alternative allocations rather than deploying its own private-capital strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices