Mills Wealth Advisors, LLC
● SEC registered since 2017CRD 159251SEC# 801-110251Southlake, TX
Ranks #3,765 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$548.7M
Fund GAV
$76K
Private funds
2
Employees
8
Accounts
1,877
Location
Southlake, TX
Mills Wealth Advisors, LLC assets under management
Mills Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Southlake, TX. The firm has been registered since 2017. It reports $548.7 million in regulatory assets under management and employs 8 people. Mills Wealth Advisors, LLC manages 2 private funds with combined gross assets of $76,107, including Mills Equity Fund II, LP. By regulatory assets, it ranks 3,765 of 6,004 private fund managers.
Mills Wealth Advisors, LLC private funds
2 funds · $76K GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Mills Equity Fund II, LP | Private Equity | $76K | $25K |
| Ls Mwa Loan 2 | Securitized Asset | — | $25K |
Mills Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Alan Mills Control | President/Chief Compliance Officer | Over 75% | 2003 |
| Stephen Brooks Nelson | Partner, Shareholder | 5-10% | 2022 |
Frequently asked questions
How much does Mills Wealth Advisors, LLC manage?
Mills Wealth Advisors, LLC reports $548.7 million in regulatory assets under management on its Form ADV.
How many private funds does Mills Wealth Advisors, LLC manage?
Mills Wealth Advisors, LLC manages 2 private funds with combined gross assets of $76,107.
How many employees does Mills Wealth Advisors, LLC have?
Mills Wealth Advisors, LLC reports 8 employees.
Where is Mills Wealth Advisors, LLC located?
Mills Wealth Advisors, LLC is based in Southlake, TX and has been SEC-registered since 2017.
Does Mills Wealth Advisors, LLC disclose fund performance?
Mills Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1207 S. White Chapel Blvd, Suite 150, Southlake, TX 76092 |
| Phone | 817-416-7300 |
| Fax | 817-416-7307 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$548.7M▲ 58%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
AUM vs fund managersTop 63%
Larger than 37% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$548.7Mregulatory AUM
Discretionary $507.2MNon-discretionary $41.6M
Fund type mix
Private Equity1
Securitized Asset1
Service providers
Custodian