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MILLS WEALTH ADVISORS, LLC
CRD 159251 · SEC 801-110251
1207 S. WHITE CHAPEL BLVD, SUITE 150, SOUTHLAKE, TX, 76092, United States
Phone
817-416-7300
Fax
817-416-7307
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$548.7M
Discretionary AUM
$507.2M
Team
8 total employees; 6 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 275 | $73.0M |
| High net worth individuals | 171 | $421.3M |
| Pooled investment vehicles | 2 | $76K |
| Pension/profit sharing plans | 16 | $48.3M |
| Corporations/business entities | 8 | $6.1M |
States served
AZ, CO, GA, LA, MN, UT, VA, TX
All web addresses on file
Official SEC filing: View on IAPD