The WILKINS MILLER WEALTH MANAGEMENT is a privately held investment adviser that advises $257.49mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. WILKINS MILLER WEALTH MANAGEMENT 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 141.01% over the last 5-years.
The Group has been registered with the SEC for 4.11 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 41 WEST INTERSTATE 65, SERVICE ROAD NORTH SUITE 400, MOBILE, ALABAMA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 3 employees comprised of 2 investment and 1 non-investment staff. The total number of Employees decreased by 40% over the last 5-years.
Their $257.49mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 17 other accounts. Assets of High Net Worth Individuals clients own $187.7mn or 72.89% of Total Assets and Pension and Profit Sharing Plans-Private own $45.11mn or 17.52% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
WILKINS MILLER WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.