Millennial Wealth

Millennial Wealth (CRD# 289970) is a financial advisory firm headquartered in Seattle, WA. They manage $145,568,813 in 1,203 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
3518 Fremont Ave N, #443, Seattle, WA 98103
https://twitter.com/milllennialwlth
By the Numbers
  • Total Assets Under Management
    146
    MILLION
  • Total Number of Accounts
    1,203
    ACCOUNTS
  • Average Account Value
    $121,005
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NY, TX, WA

Financial Advisors at Millennial Wealth
Showing 1 - 3 of 3 top financial advisors.
1
Riley Poppy, financial advisor Clyde Hill WA
Riley G. Poppy
CRD#: 6347536
Clyde Hill, WA

Riley Poppy (CRD# 6347536) is an Investment Advisor Representative working at Millennial Wealth in Clyde Hill, WA and has over 7 years of experience in the finance industry.

2
Levi Sanchez, financial advisor Pasco WA
Levi G. Sanchez
CRD#: 6342619
Pasco, WA

Levi Sanchez (CRD# 6342619) is an Investment Advisor Representative working at Millennial Wealth in Pasco, WA and has over 9 years of experience in the finance industry.

3
Jamieson Hopp, financial advisor Pasco WA
Jamieson B. Hopp
CRD#: 6801922
Pasco, WA

Jamieson Hopp (CRD# 6801922) is an Investment Advisor Representative working at Millennial Wealth in Pasco, WA and has 1 year 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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