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- Custodian
- Charles Schwab & Company · Empower · Lincoln Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-2024
- Office Locations
- 1
Office Locations
About Mikel Wealth Management
Mikel Wealth Management, LLC is a Dallas-based registered investment adviser providing personalized wealth management, financial planning, and investment strategy for individuals and businesses. Public filings indicate portfolios are primarily ETF-based. The firm supports clients through Schwab Alliance (Charles Schwab) and posts formal privacy and cybersecurity policies alongside ADV disclosures.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
CINDY ANN MIKEL
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #5970446
- Ownership
- 50% but less than 75%
SONJA Miller
Secretary
- CRD
- --
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $200,000 | -- |
| Non-Discretionary | $22,700,000 | -- |
| Total | $22,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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