DBA: MILLENNIAL WEALTH
| Total AUM | $278.7M |
| Discretionary | $278.7M100% of AUM |
| Client Accounts | 229 |
| Avg Account Size | $1.2M |
| Employees | 6 |
| Peak AUM | $278.7MJan 2026 |
| AUM CAGR | +46.8% /yrover 2 yrs · 10 filings |
Total AUM
$279M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $279M | +36.8% | +46.8% | — | |
| Discretionary AUM | $279M | ||||
| Total AUM | $278.7M |
| Discretionary | $278.7M |
| Employees | 6 |
| Client Accounts | 229 |
| Client Range | 101-250 |
Phone
(206) 207-8426
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$279M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| +36.8% |
| +46.8% |
| — |
| Total Accounts | 229 | 82.3% | 51.5% | — |
| Avg Account Size | $1M | +672.1% | +202.5% | — |
| Employees | 6 | 0.0% | +19.8% | — |
| AUM / Employee | $46M | +36.8% | +22.5% | — |
Client AUM Segments | |||||
| Wealth AUM | $279M | +39.3% | +48.5% | — | |
Client Count Segments | |||||
| HNW Clients | 127 | 0.8% | +6.2% | — | |
| Individuals | 102 | +17.2% | +13.3% | — | |