Millennial Wealth LLC
● SEC registered since 2024CRD 289970SEC# 801-129376Fall City, WA
Reg. AUM
$278.7M
Employees
6
Accounts
229
Location
Fall City, WA
Millennial Wealth LLC assets under management
Millennial Wealth LLC operates as an SEC-registered investment adviser based in Fall City, WA. The firm has been registered since 2024. It reports $278.7 million in regulatory assets under management and employs 6 people.
Millennial Wealth LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Levi G Sanchez Control | Chief Compliance Officer, Financial Planner | Over 75% | 2018 |
Frequently asked questions
How much does Millennial Wealth LLC manage?
Millennial Wealth LLC reports $278.7 million in regulatory assets under management on its Form ADV.
How many employees does Millennial Wealth LLC have?
Millennial Wealth LLC reports 6 employees.
Where is Millennial Wealth LLC located?
Millennial Wealth LLC is based in Fall City, WA and has been SEC-registered since 2024.
Does Millennial Wealth LLC disclose fund performance?
Millennial Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 33511, Redmond-Fall City Rd SE Suite 2, Fall City, WA 98024 |
| Phone | (206) 207-8426 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$278.7M▲ 37%
Jan '25Form ADV, monthlyAug '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,340 advisers
EmployeesTop 56%
More than 44% of 16,820 advisers
Assets under management
$278.7Mregulatory AUM
Discretionary $278.7M