Mills Wealth Advisors, LLC
Mills Wealth Advisors, LLC is an SEC-registered wealth manager in Southlake, TX with $548.7M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Mills Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 159251, SEC 801-110251, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $548.7M (2026-03-25)
- Firm type
- Wealth Manager
- Location
- Southlake, TX
- Employees
- 8
- Clients
- 472
- CRD
- 159251
- Ownership
- MILLS, MICHAEL, ALAN; NELSON, STEPHEN, BROOKS
How much AUM does Mills Wealth Advisors, LLC have?
Mills Wealth Advisors, LLC reported $548.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Mills Wealth Advisors, LLC?
Disclosed owners and executives of Mills Wealth Advisors, LLC include MILLS, MICHAEL, ALAN, NELSON, STEPHEN, BROOKS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.