CRD: 174201
Millennial Wealth Advisors
$146.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
56 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท PNC
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-11-2015
- Office Locations
- 2
Office Locations
231 South Lasalle Street Suite 2100 Chicago IL
-- Delray Beach FL
About Millennial Wealth Advisors
Millennial Wealth Advisors is a Delray Beach-based RIA with 2 offices. The firm has been operating for 11 years. Managing $146.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and PNC.
Team overview
57 AVG AGE
$73.0M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
9.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
C
CHARLES LEWIS HEEKIN II
Chief Compliance Officer, Managing Member, Managing Partner, President
- CRD
- #1737715
- Ownership
- 75% or more
Available
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M
MARIO LEO TATE
Managing Director
- CRD
- #4562061
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $146,048,654 | $2,980,585 |
| Total | $146,048,654 | $2,980,585 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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