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MILE WEALTH MANAGEMENT
MILE WEALTH MANAGEMENT LLC
CRD 288519 · SEC 801-136137
100 SPECTRUM CENTER DRIVE, SUITE 900, IRVINE, CA, 92618, United States
Phone
949-441-4410
Fax
949-441-4410
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$120.1M
Discretionary AUM
$120.1M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $7.4M |
| High net worth individuals | 34 | $112.8M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD