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MILLENNIAL ADVISERS, LLC.

CRD 170847 · SEC 801-118627

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THREE WORLD FINANCIAL, 200 VESEY STREET 24TH FLOOR, NEW YORK, NY, 10281, United States

Phone

646-532-2400

Fax

646-349-3822

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$339.4M

Discretionary AUM

$339.4M

Team

14 total employees; 12 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

Yes

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Individuals325$53.5M
High net worth individuals18$34.6M
Pooled investment vehicles20$251.3M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD