Investment adviser · CRD 289970
MILLENNIAL WEALTH
Investment adviser filing (IA)
MILLENNIAL WEALTH LLC
FALL CITY, WA, United States · Form ADV filed Aug 31, 2026
- Regulatory AUM
- $279M Form ADV · Item 5.F
- Client accounts
- 229 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 102 | $225,928,648 | 81.1% |
| Individuals | 127 | $52,786,799 | 18.9% |
Filing source
Form ADV 2129827 · Aug 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
33511, REDMOND-FALL CITY RD SE SUITE 2FALL CITY, WA, 98024, United States
CRD 289970
Filing source
Form ADV 2129827 · Aug 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.