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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 12-13-2017
- Office Locations
- 4
Office Locations
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.
Reported data analysis
What the numbers show
Between July 29, 2025 and June 29, 2026, reported AUM increased 36.8%, from $203.7M to $278.7M.
Across 3 reported observations, AUM increased 91.5% between September 26, 2024 and June 29, 2026, from $145.6M to $278.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 230 clients, or 57.5 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 4 reported office locations and 8 years in operation. The source data was last updated on June 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Millennial Wealth record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
LEVI G SANCHEZ
Chief Compliance Officer, Financial Advisor, FINANCIAL PLANNER, General Partner
- CRD
- #6342619
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Clara Bright
--
- CRD
- #8291855
Jamieson Blaine Hopp
Financial Professional
- CRD
- #6801922
Showing 2 of 5 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Millennial Wealth has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Millennial Wealth's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.