MILLENNIAL WEALTH LLC
DBA: MILLENNIAL WEALTH
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| 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 | +41.3% /yrover 2 yrs · 12 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $279M | +36.8% | +41.3% | — | |
| Discretionary AUM | $279M | ||||
Key Metrics
| Total AUM | $278.7M |
| Discretionary | $278.7M |
| Employees | 6 |
| Client Accounts | 229 |
| Client Range | 101-250 |
Contact & Location
Phone
(206) 207-8426
Filing History
12 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$279M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported