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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-24-2017
- Office Locations
- 1
Office Locations
About Mile Wealth Management
Mile Wealth Management is a solo Irvine, CA RIA providing proactive wealth management, investment management, and planning for disciplined DIY households. Offers a flat-fee Financial Review, hourly project work (e.g., Roth and Social Security strategies), and ongoing planning via monthly subscription fees ($250–$500) with no minimum, plus AUM-based planning for $1M+ investors. Clients access a customized TD Ameritrade portal; the advisor has been quoted in WSJ, Bloomberg, and other major outlets.
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Owner & Executives
MARK DERRAL WILSON
Chief Compliance Officer, Founder, Managing Member, President
- CRD
- #3044340
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,121,620 | $569,297 |
| Non-Discretionary | $0 | -- |
| Total | $120,121,620 | $569,297 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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