Millennial Wealth
Millennial Wealth is an SEC-registered wealth manager with $278.7M assets under management (AUM, regulatory AUM), +37% over one year. See who owns Millennial Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289970, SEC 801-129376, data through 2026-06-29.
- AUM (assets under management / regulatory AUM)
- $278.7M (2026-06-29)
- Firm type
- Wealth Manager
- Employees
- 6
- Clients
- 229
- CRD
- 289970
- Ownership
- SANCHEZ, LEVI, G
How much AUM does Millennial Wealth have?
Millennial Wealth reported $278.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-29).
Who owns Millennial Wealth?
Disclosed owners and executives of Millennial Wealth include SANCHEZ, LEVI, G. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.