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WILKINS MILLER WEALTH MANAGEMENT, LLC
CRD 162222 · SEC 801-125952
41 WEST INTERSTATE 65, SERVICE ROAD NORTH, SUITE 400, MOBILE, AL, 36608, United States
Phone
251-410-6700
Fax
251-410-6799
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$257.5M
Discretionary AUM
$257.5M
Team
3 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 99 | $24.6M |
| High net worth individuals | 79 | $187.7M |
| Pension/profit sharing plans | 16 | $45.1M |
| Charitable organizations | 1 | $62K |
States served
AL, GA, LA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD