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Millennium Planning Group, LLC

Millennium Planning Group, LLC. CRD 322368

Millennium Planning Group, LLC logo

CRD: 322368

Millennium Planning Group, LLC

Pittsboro, NC, 27312
9842148540
www.mpgplan.com
$34.2M Total AUM
$34.2M Disc. AUM
-- 3Y CAGR
3 Employees
124 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Jackson National Life
Clients
Retail
Platforms
Crest eagleWave oak +more
Established Date
09-22-2022
Office Locations
2

Office Locations

120 Mosaic Blvd. Suite 200-7 Pittsboro NC
-- Cary NC

About Millennium Planning Group, LLC

Millennium Planning Group, LLC is a North Carolina wealth management and financial planning firm serving retail clients, with a focus on business owners and entrepreneurs. The team provides planning (tax, estate, retirement, insurance, 529 and succession) and portfolio construction using public funds, ETFs and fixed income. Custodies with SEI, is listed on FINRA BrokerCheck, and was named Best of Chatham (2024–2025).

Team overview

40 AVG AGE
$11.4M AVG AUM / ADVISOR
$276.1K AVG AUM / CLIENT
3.6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Delta Vital north Quantum beacon North pathway Horizon

Client Personas

Zenith Frontier

Custodian

Unison

Investment Themes

Vital Unison insight Wave bridge Vector fusion

Investment Vehicles

Vital matrix

Platform

Ridge element

Services

Prime pathway Beacon meridian Momentum crest Timber Radial timber Optima horizon Bridge Timber Peak Fusion Unison Delta Oak

Technology

Fusion Capital Optima delta

Owner & Executives

MICHAEL C WHITMAN

MICHAEL C WHITMAN

Chief Compliance Officer, Financial Planner, Managing Member, Owner

CRD
#5738461
Ownership
75% or more
(322) 768-2368
fusion.meridian@timbercapital.com
in linkedin.com/in/horizon-unison

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Contacts

D

DANA WALLACE GOWER

Financial Advisor, General Partner

CRD
#3270042
(747) 923-6198
signal.vector@insightcapital.com
in linkedin.com/in/wave-bridge
M

Matthew Davidson Rubush

Financial Advisor, General Partner

CRD
#7635632
(341) 266-5760
capital.prime@northcapital.com
in linkedin.com/in/catalyst-quantum

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $34,231,553 --
Non-Discretionary $0 --
Total $34,231,553 --

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Separately Managed Accounts

Total SMA Asset: $34,231,553

$34.2M Total SMA
Public Funds:
16.3%
Equity - Exchange:
30.5%
Cash:
29.7%
Municipal Bonds:
23.5%
Asset class Assets Assets %
Public Funds $1,010,264,634 16.3%
Equity - Exchange $1,890,372,475 30.5%
Cash $1,840,788,935 29.7%
Municipal Bonds $1,456,516,497 23.5%
Total $6,197,942,541 100.0%

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