Mills Wealth Advisors, LLC

Mills Wealth Advisors, LLC (CRD# 159251) is a financial advisory firm headquartered in Southlake, TX. They manage $346,240,660 in 1,537 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
1207 S. White Chapel Blvd, Suite 150, Southlake, TX 76092
https://www.instagram.com/mills_wealth/
By the Numbers
  • Total Assets Under Management
    346
    MILLION
  • Total Number of Accounts
    1,537
    ACCOUNTS
  • Average Account Value
    $225,270
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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.

AZ, CO, GA, LA, TX, UT, VA

Financial Advisors at Mills Wealth Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Matthew Brown, financial advisor Southlake TX
Matthew A. Brown
CRD#: 6245624
1207 S. White Chapel Blvd, Suite 150, Southlake, TX 76092

Matthew Brown (CRD# 6245624) is an Investment Advisor Representative working at Mills Wealth Advisors, LLC in Southlake, TX and has over 10 years of experience in the finance industry.

2
Michael Mills, financial advisor Southlake TX
Michael A. Mills
CRD#: 3049166
1207 South White Chapel Road, Suite 150, Southlake, TX 76092

Michael Mills (CRD# 3049166) is an Investment Advisor Representative working at Mills Wealth Advisors, LLC in Southlake, TX and has over 25 years of experience in the finance industry.

3
Stephen Nelson, financial advisor Southlake TX
Stephen B. Nelson
CRD#: 6129809
1207 S. White Chapel Blvd, Suite 150, Southlake, TX 76092

Stephen Nelson (CRD# 6129809) is an Investment Advisor Representative working at Mills Wealth Advisors, LLC in Southlake, TX and has over 9 years of experience in the finance industry.

4
Ajoke Esomo, financial advisor Southlake TX
Ajoke H. Esomo
CRD#: 7826257
1207 S. White Chapel Blvd, Suite 150, Southlake, TX 76092

Ajoke Esomo (CRD# 7826257) is an Investment Advisor Representative working at Mills Wealth Advisors, LLC in Southlake, TX and has 1 year of experience in the finance industry.

5
Emily Rickman, financial advisor Southlake TX
Emily M. Rickman
CRD#: 7797984
1207 S. White Chapel Blvd, Suite 150, Southlake, TX 76092

Emily Rickman (CRD# 7797984) is an Investment Advisor Representative working at Mills Wealth Advisors, LLC in Southlake, TX 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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