McMill Wealth Inc
● SEC registered since 2005CRD 129015SEC# 801-64153Norfolk, NE
Reg. AUM
$862.3M
Employees
50
Accounts
5,656
Location
Norfolk, NE
McMill Wealth Inc assets under management
McMill Wealth Inc is a registered investment adviser overseen by the SEC based in Norfolk, NE. The firm has been registered since 2005. It reports $862.3 million in regulatory assets under management and employs 50 people.
McMill Wealth Inc owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew John Steffensmeier | Treasurer & Secretary | 5-10% | 2022 |
| Clint Andrew Weeder Control | President | 25-50% | 2018 |
| Jared Matthew Faltys Control | Vice President | 25-50% | 2026 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does McMill Wealth Inc manage?
McMill Wealth Inc reports $862.3 million in regulatory assets under management on its Form ADV.
How many employees does McMill Wealth Inc have?
McMill Wealth Inc reports 50 employees.
Where is McMill Wealth Inc located?
McMill Wealth Inc is based in Norfolk, NE and has been SEC-registered since 2005.
Does McMill Wealth Inc disclose fund performance?
McMill Wealth Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 125 South 4th Street, Norfolk, NE 68701 |
| Phone | 402-371-1160 |
| Fax | 402-379-3818 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$862.3M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$862.3Mregulatory AUM
Discretionary $862.3M