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MILLENNIAL WEALTH ADVISORS

MILLENNIAL WEALTH ADVISORS, LLC

CRD 174201 · SEC 801-136267

Visit website

IL, United States

Phone

312-637-1850

Fax

312-690-3926

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$146.0M

Discretionary AUM

$0

Team

2 total employees; 2 advisory reps; 11 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-04-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals2$487K
High net worth individuals29$70.8M
Charitable organizations2$17.3M
Corporations/business entities12$57.5M

States served

IL, OH, FL

All web addresses on file

Official SEC filing: View on IAPD