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- Custodian
- Charles Schwab & Company · Pershing · TD Ameritrade · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between August 30, 2025 and March 25, 2026, reported AUM increased 24.7%, from $440.1M to $548.7M.
Across 5 reported observations, AUM increased 87.4% between December 2, 2022 and March 25, 2026, from $292.8M to $548.7M.
Of the latest reported AUM, 92.4% is discretionary and 7.6% is non-discretionary.
The firm reports 6 advisory representatives and 472 clients, or 78.7 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 2 reported office locations and 14 years in operation. The source data was last updated on March 25, 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
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Mills Wealth Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Wealth Advisor
- CRD
- #2518265
MATTHEW ALEXANDER BROWN
Director
- CRD
- #6245624
Showing 2 of 7 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
SMA allocation detail is available
Mills Wealth Advisors, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.