Mills Wealth Advisors, LLC
Mills Wealth Advisors, LLC (CRD# 159251) is a financial advisory firm headquartered in Southlake, TX. They manage $346,240,660 in 1,537 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management346MILLION
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Total Number of Accounts1,537ACCOUNTS
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Average Account Value$225,270
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
AZ, CO, GA, LA, TX, UT, VA
Matthew Brown (CRD# 6245624) is an Investment Advisor Representative working at Mills Wealth Advisors, LLC in Southlake, TX and has over 10 years of experience in the finance industry.
Michael Mills (CRD# 3049166) is an Investment Advisor Representative working at Mills Wealth Advisors, LLC in Southlake, TX and has over 25 years of experience in the finance industry.
Stephen Nelson (CRD# 6129809) is an Investment Advisor Representative working at Mills Wealth Advisors, LLC in Southlake, TX and has over 9 years of experience in the finance industry.
Ajoke Esomo (CRD# 7826257) is an Investment Advisor Representative working at Mills Wealth Advisors, LLC in Southlake, TX and has 1 year of experience in the finance industry.
Emily Rickman (CRD# 7797984) is an Investment Advisor Representative working at Mills Wealth Advisors, LLC in Southlake, TX and has 1 year of experience in the finance industry.