Millennial Wealth LLC
● SEC registered since 2024CRD 289970SEC# 801-129376
Reg. AUM
$278.7M
Employees
6
Accounts
229
Location
—
Millennial Wealth LLC assets under management
Millennial Wealth LLC operates as an SEC-registered investment adviser. 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.
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
| 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, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$278.7Mregulatory AUM
Discretionary $278.7M