MILLS WEALTH ADVISORS, LLC
Firm details
- Headquarters
- SOUTHLAKE, Texas
- CRD number
- 159251
- Registered since
- April 4, 2017
- Website
- www.millswealthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI76.77%
- Individuals13.3%
- Pension & Profit Sharing Plans8.81%
- Corporations / Businesses1.11%
- Pooled Investment Vehicles0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Mills Wealth Advisors, LLC is an independent, SEC‑registered registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients and functions as a capital allocator and sponsor/GP/managing member of pooled vehicles. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and the selection of third‑party advisers. Fee arrangements are flexible and include percentage‑of‑AUM, hourly, fixed, and performance‑based structures. The firm does not identify as an active ESG investor.
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 Equities52%
- Public Funds/Mutual Funds36%
- Cash & Cash Equivalents8%
- Other3%
Contacts
3 of 6Ajoke Esomo
Associate Wealth AdvisorCRD 7826257
MATTHEW BROWN
Private Wealth ManagerCRD 6245624
ROBIN AUSTIN
Wealth AdvisorCRD 2518265
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$273M in ETFs
11%
$29M
71%
$244M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $39.9M | 1,026,409 | 14.59% |
Location
SOUTHLAKE, TX
TARRANT
Location
SOUTHLAKE, TX
Headquartered in SOUTHLAKE, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- TARRANT
- Address
- 1207 S White Chapel Blvd
- Time zone
- CT (UTC-6)
- Office locations
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