Millenia Financial Partners, LLC
● SEC registered since 2025CRD 110832SEC# 801-134039
Reg. AUM
$127.4M
Employees
1
Accounts
113
Location
—
Millenia Financial Partners, LLC assets under management
Millenia Financial Partners, LLC is an SEC-registered investment adviser. The firm has been registered since 2025. It reports $127.4 million in regulatory assets under management and employs 1 people.
Millenia Financial Partners, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary Lee Smith Control | Managing Member, Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Millenia Financial Partners, LLC manage?
Millenia Financial Partners, LLC reports $127.4 million in regulatory assets under management on its Form ADV.
How many employees does Millenia Financial Partners, LLC have?
Millenia Financial Partners, LLC reports 1 employees.
Does Millenia Financial Partners, LLC disclose fund performance?
Millenia Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 908-268-5550 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$127.4M▲ 10%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$127.4Mregulatory AUM
Discretionary $127.4M