MILE WEALTH MANAGEMENT LLC
DBA: MILE WEALTH MANAGEMENT
At a Glance
| Total AUM | $120.1M |
| Discretionary | $120.1M100% of AUM |
| Client Accounts | 211 |
| Avg Account Size | $569K |
| Employees | 1 |
| Peak AUM | $120.1MMar 2026 |
AUM by Client Type
Total AUM
$120M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $120M | — | — | — | — |
| Discretionary AUM | $120M | — | — | ||
Key Metrics
| Total AUM | $120.1M |
| Discretionary | $120.1M |
| Employees | 1 |
| Client Accounts | 211 |
| Client Range | 26-50 |
Contact & Location
Address
100 SPECTRUM CENTER DRIVE
IRVINE CA 92618
Phone
949-441-4410
Filing History
1 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
Clients
Clients by Type (Latest)
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported