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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-19-2007
- Office Locations
- 1
Office Locations
About Millares Asset Management, LLC
Millares Asset Management, LLC is a fee-only, fiduciary advisor providing portfolio management and financial planning (including tax, estate, and business succession planning) for retail and institutional clients. The firm builds evidence-based portfolios grounded in academic research, including Efficient Markets Hypothesis and Modern Portfolio Theory, with client assets held at third-party custodians such as Schwab and Fidelity. A differentiator: they invest alongside clients in the same securities and will share personal investment statements for review.
Reported data analysis
What the numbers show
Between August 13, 2025 and February 24, 2026, reported AUM increased 17.9%, from $200.3M to $236.2M.
Across 5 reported observations, AUM increased 36.4% between March 19, 2022 and February 24, 2026, from $173.1M to $236.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 51 clients, or 17 clients per representative. That equates to $4.6M in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on February 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
JAVIER MANUEL MILLARES
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #5874217
- Ownership
- 25% but less than 50%
MARIA ROMAGOSA MILLARES
Founder, Managing Member
- CRD
- #5395040
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $236,174,233 | $1,533,599 |
| Non-Discretionary | $0 | -- |
| Total | $236,174,233 | $1,533,599 |
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Separately Managed Accounts
SMA allocation detail is available
Millares Asset Management, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.