Millennial Wealth Advisors, LLC
● SEC registered since 2026CRD 174201SEC# 801-136267
Reg. AUM
$146M
Employees
2
Accounts
49
Location
—
Millennial Wealth Advisors, LLC assets under management
Millennial Wealth Advisors, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2026. It reports $146 million in regulatory assets under management and employs 2 people.
Millennial Wealth Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Lewis Heekin Control | President/Managing Partner/Chief Compliance Officer/Managing Member | Over 75% | 2014 |
Frequently asked questions
How much does Millennial Wealth Advisors, LLC manage?
Millennial Wealth Advisors, LLC reports $146 million in regulatory assets under management on its Form ADV.
How many employees does Millennial Wealth Advisors, LLC have?
Millennial Wealth Advisors, LLC reports 2 employees.
Does Millennial Wealth Advisors, LLC disclose fund performance?
Millennial Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 312-637-1850 |
| Fax | 312-690-3926 |
| Office hours | 8:00a.m. - 6:00p.m. Cst |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$146MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$146Mregulatory AUM
Discretionary $0Non-discretionary $146M