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- Custodian
- Charles Schwab & Company · Pershing · TD Ameritrade · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Foundation harbor
- Established Date
- 01-31-2012
- Office Locations
- 2
Office Locations
About Mills Wealth Advisors, LLC
Mills Wealth Advisors is a Southlake, Texas wealth management firm led by Certified Financial Planners serving businesses, individuals, and families locally and nationwide. The team builds customized financial game plans and investment strategies through its Financial Clarity Process, starting with a discovery call and revisited annually. A key specialty is retirement planning via its Lifetime Income Planning Process, balancing portfolio income needs with long-term growth.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL ALAN MILLS
Chief Compliance Officer, Founder, Managing Principal, President, Wealth Advisor
- CRD
- #3049166
- Ownership
- 75% or more
STEPHEN BROOKS NELSON
PARTNER, Wealth Advisor
- CRD
- #6129809
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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ROBIN CHRISTY AUSTIN
--
- CRD
- #2518265
MATTHEW ALEXANDER BROWN
Director
- CRD
- #6245624
Oak prime
Vital beacon
- CRD
- #62972
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $507,157,697 | $306,255 |
| Non-Discretionary | $41,580,212 | $188,146 |
| Total | $548,737,909 | $292,348 |
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Separately Managed Accounts
Total SMA Asset: $548,661,802
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $243,984,108 | 9.7% |
| Public Funds | $560,911,918 | 22.3% |
| Cash | $659,008,621 | 26.2% |
| Other | $1,051,395,433 | 41.8% |
| Total | $2,515,300,080 | 100.0% |