$278.7M Total AUM
$278.7M Disc. AUM
-- 3Y CAGR
6 Employees
230 ADV. Clients
8 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Harbor horizonHorizon north +more
- Established Date
- 12-13-2017
- Office Locations
- 3
Office Locations
-- Clyde Hill WA
-- Fall City WA
-- Seattle WA
About Millennial Wealth
Millennial Wealth is a Washington-based RIA offering dynamic, goals-based financial planning and rules-based portfolio management, with a strong focus on client education, transparency, and clearly outlined fees. Clients can access their plan and investments anytime via mobile/web apps. The firm caps the number of clients it serves to keep advice tailored, and uses custodians including Charles Schwab.
Team overview
29 AVG AGE
$92.9M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
4.1 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
8yrs Firm Age
Insights
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Accredited Investors
Beacon
Asset Classes
Catalyst Matrix Summit Foundation Timber vertex Focus glacier Oak
Client Personas
Signal Pathway harbor
Custodian
Delta unison Zenith Element glacier Vertex legacy Beacon
Investment Themes
Quantum prime Vertex timber Fusion focus Oak ridge Harbor optima Peak north
Investment Vehicles
Delta Frontier Atlas delta Foundation quantum
Platform
Optima peak Radial crest
Services
Vertex Eagle summit Bridge Ridge Optima fusion Value bridge Value vital Bridge beacon Fusion matrix Insight radial Horizon
Technology
Timber Frontier vertex Delta
Owner & Executives
L
LEVI G SANCHEZ
Chief Compliance Officer, Financial Advisor, FINANCIAL PLANNER, General Partner
- CRD
- #6342619
- Ownership
- 75% or more
(412) 370-1514
ridge.crest@quantumcapital.com
in linkedin.com/in/glacier-insight
Showing 1 of 1 owners & executives
Unlock allContacts
Jamieson Blaine Hopp
Financial Professional
- CRD
- #6801922
(478) 680-1337
glacier.pioneer@optimacapital.com
in linkedin.com/in/delta-insight
R
Riley Graham Poppy
--
- CRD
- #6347536
(208) 434-3699
capital.element@wavecapital.com
in linkedin.com/in/wave-pathway
I
Insight vertex
Value value
- CRD
- #80430
(667) 412-8330
harbor.pathway@focuscapital.com
in linkedin.com/in/pioneer-alpha
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $278,715,447 | $1,217,098 |
| Non-Discretionary | $0 | -- |
| Total | $278,715,447 | $1,217,098 |
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Separately Managed Accounts
Total SMA Asset: $278,715,447
Public Funds:
60.9% Cash:
18.3% U.S. Government/Agency:
20.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $518,354,023 | 60.9% |
| Cash | $155,761,554 | 18.3% |
| U.S. Government/Agency | $177,040,454 | 20.8% |
| Total | $851,156,031 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX FOUNDATION | VERTEX INSIGHT | VIXB7OWK0 | ZIKRS | 3.47% | $90,182,799 |
| PATHWAY DELTA | GLACIER PATHWAY | D243WEESY | HTMPX | 1.31% | $102,831,339 |
| TIMBER FUSION WAVE | CREST NORTH | 00DWKIOOQ | UJP | 12.33% | $94,880,052 |
| CREST RADIAL SIGNAL | ZENITH OPTIMA | UV28MWOTD | ZAPB | 7.24% | $58,120,330 |
| SUMMIT VALUE MERIDIAN | HORIZON ELEMENT | QAYYRY8U9 | EXVSC | 3.75% | $44,697,863 |
| BRIDGE INSIGHT | RIDGE PIONEER | 1AS0A3W4C | IIDL | 9.57% | $110,957,404 |
| HORIZON OPTIMA FOCUS | CREST HORIZON | ZU8OQXV8E | RTW | 11.05% | $82,640,873 |
| SUMMIT FRONTIER | OPTIMA PATHWAY | EOHF52ASD | YBLI | 10.03% | $26,758,591 |