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MILLENNIAL WEALTH MANAGEMENT, LLC
CRD 284746
2095 W. 6TH AVENUE, SUITE 112, BROOMFIELD, CO, 80020, United States
Phone
(303)578-8535
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$36.0M
Discretionary AUM
$36.0M
Team
2 total employees; 2 advisory reps; 17 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 60 | $4.0M |
| High net worth individuals | 48 | $32.0M |
All web addresses on file
Official SEC filing: View on IAPD