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MILLENNIAL WEALTH MANAGEMENT, LLC

Advisory

BROOMFIELD, CO

Data as of Jul 10, 2026 · Source: SEC Form ADV

Rank in CO
#713
of 720 advisers by AUM
Average account
$218K
across 165 accounts
AUM per adviser
$12M
3 advisers

Source: SEC Form ADV. Figures as filed Jul 10, 2026.

Total AUM
$36M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$36M
Discretionary AUM$36M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients108
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, CO, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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