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MILLENNIAL WEALTH
MILLENNIAL WEALTH LLC
CRD 289970 · SEC 801-129376
CA, United States
Phone
(206) 207-8426
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$278.7M
Discretionary AUM
$278.7M
Team
6 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 127 | $52.8M |
| High net worth individuals | 102 | $225.9M |
States served
CA, NY, OR, PA, TN, WA, TX
All web addresses on file
- https://www.ignitefinancialplanning.com/
- HTTPs://WWW.MILLENNIALWEALTHLLC.COM/
- https://www.youtube.com/@millennialwealth
- HTTPS://WWW.FACEBOOK.COM/MILLENNIALWLTH/
- https://www.subscribepage.com/ignite
- HTTPS://TWITTER.COM/MILLLENNIALWLTH
- https://www.instagram.com/millennialwlth/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/MILLENNIAL-WEALTH/
- https://www.linkedin.com/company/ignite-fp/
Official SEC filing: View on IAPD