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THIRD MILLENNIUM ADVISORS, INC.

Advisory

BARBOURSVILLE, VA

Data as of Mar 13, 2026 · Source: SEC Form ADV

Average account
$3M
across 10 accounts
AUM per adviser
$35M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM
$35M
Discretionary %
100%
Clients
10
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$35M
Discretionary AUM$35M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients10
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InVA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

DWL ADVISORS, LLP
RICHMOND, VA
$35M
-3.7% 1Y
MARTELLO RETIREMENT AND WEALTH, LLC
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$34M
LUMINATE FINANCIAL PLANNING, LLC
$35M
DISCOVERY WEALTH PLANNING LLC
VIENNA, VA
$34M
ENCORE CAPITAL MANAGEMENT LLC
RESTON, VA
$35M
-27.2% 1Y
SAMPATTI FINANCIAL LLC
$34M

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