Millennial Wealth Management, LLC

Millennial Wealth Management, LLC (CRD# 284746) is a financial advisory firm headquartered in Broomfield, CO. They manage $17,138,501 in 113 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2095 W. 6th Avenue, Suite 112, Broomfield, CO 80020
https://twitter.com/millennialwmgmt
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    113
    ACCOUNTS
  • Average Account Value
    $151,668
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, TX

Financial Advisors at Millennial Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Grayson Hofferber, financial advisor Broomfield CO
Grayson J. Hofferber
CRD#: 5894660
2095 W. 6th Avenue, Suite 112, Broomfield, CO 80020

Grayson Hofferber (CRD# 5894660) is an Investment Advisor Representative working at Millennial Wealth Management, LLC in Broomfield, CO and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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