Millennial Wealth Advisors, LLC
Millennial Wealth Advisors, LLC is an SEC-registered wealth manager with $146.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Millennial Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 174201, data through 2026-04-16.
- AUM (assets under management / regulatory AUM)
- $146.0M (2026-04-16)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 45
- CRD
- 174201
- Ownership
- HEEKIN, CHARLES, LEWIS
How much AUM does Millennial Wealth Advisors, LLC have?
Millennial Wealth Advisors, LLC reported $146.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-16).
Who owns Millennial Wealth Advisors, LLC?
Disclosed owners and executives of Millennial Wealth Advisors, LLC include HEEKIN, CHARLES, LEWIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.