CRD: 284746
Millennial Wealth Management, LLC
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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Delta northQuantum foundation
- Established Date
- 10-12-2016
- Office Locations
- 2
Office Locations
About Millennial Wealth Management, LLC
Millennial Wealth Management is a wealth management firm providing comprehensive financial planning and personalized investment management for millennials and business owners nationwide. Services include retirement and tax strategy, portfolio construction/risk management, and business retirement plans (401(k), 403(b), owner-only). Custody is supported via Betterment and Charles Schwab; managed portfolios are primarily ETF and public-fund based.
Team overview
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Fund Managers
Investment Themes
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Technology
Owner & Executives
GRAYSON JOEL HOFFERBER
Chief Compliance Officer, Investment Advisor, President
- CRD
- #5894660
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Carlie Jeanine Campuzano
--
- CRD
- #8231342
Lori Lee Slaughter
--
- CRD
- #2606269
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,012,614 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,012,614 | -- |
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Separately Managed Accounts
Total SMA Asset: $36,012,614
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $324,862,180 | 28.2% |
| Public Funds | $207,358,838 | 18.0% |
| Cash | $619,772,527 | 53.8% |
| Total | $1,151,993,545 | 100.0% |