RIA Intel›Advisers›Texas›MIKEL WEALTH MANAGEMENT, LLC

MIKEL WEALTH MANAGEMENT, LLC

Advisory

Data as of Jan 26, 2026 · Source: SEC Form ADV

Rank in TX

#2,086

of 2,813 advisers by AUM

Average account

$128K

across 179 accounts

AUM per adviser

$23M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM

$23M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$23M

Discretionary AUM$200K

Non-Discretionary AUM$23M

Discretionary %0.9%

Total Clients98

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

98 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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