Millenia Financial Partners, LLC
Millenia Financial Partners, LLC is an SEC-registered ria with $127.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Millenia Financial Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110832, SEC 801-134039, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $127.4M (2026-02-25)
- Firm type
- Ria
- Employees
- 1
- Clients
- 52
- CRD
- 110832
- Ownership
- SMITH, GARY, LEE
How much AUM does Millenia Financial Partners, LLC have?
Millenia Financial Partners, LLC reported $127.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Millenia Financial Partners, LLC?
Disclosed owners and executives of Millenia Financial Partners, LLC include SMITH, GARY, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.