The MILLS WEALTH ADVISORS is a privately held investment adviser that advises $548.74mn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. MILLS WEALTH ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 147.49% over the last 5-years.
The Group has been registered with the SEC for 9.33 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1207 S. WHITE CHAPEL BLVD SUITE 150, SOUTHLAKE, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 8 employees comprised of 6 investment and 2 non-investment staff. The total number of Employees increased by 60% over the last 5-years.
Their $548.74mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 24 other accounts. Assets of High Net Worth Individuals clients own $421.27mn or 76.77% of Total Assets and Individuals own $72.96mn or 13.3% of Total Assets.
The Group's top investment strategies include Traditional LBO and FI/Credit - Diverse, representing 100% and 0% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $76.11K in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
MILLS WEALTH ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.