Investment adviser · CRD 159251
MILLS WEALTH ADVISORS, LLC
Investment adviser filing (IA)
SOUTHLAKE, TX, United States · Form ADV filed Mar 25, 2026
- Regulatory AUM
- $549M Form ADV · Item 5.F
- Client accounts
- 1,877 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 6 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 | 171 | $421,268,144 | 76.8% |
| Individuals | 275 | $72,955,790 | 13.3% |
| Retirement plans | 16 | $48,341,911 | 8.8% |
| Corporations & businesses | 8 | $6,095,957 | 1.1% |
| Pooled investment vehicles | 2 | $76,107 | 0.0% |
Filing source
Form ADV 2044919 · Mar 25, 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
2 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.
MILLS EQUITY FUND II, LPPrivate Equity Fund · Last reported Mar 25, 2026$76.1KGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-5268838400
- Reported beneficial owners
- 39
- Minimum commitment
- $25K
- Form D file number
- 021-106800
Form ADV 2044919 · Mar 25, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
LS MWA LOAN 2Securitized Asset Fund · Last reported Mar 25, 2026$0Gross asset value
Form D fundraising filings
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-1665316681
- Reported beneficial owners
- 15
- Minimum commitment
- $25K
- Form D file number
- 021-299099
Form ADV 2044919 · Mar 25, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
1207 S. WHITE CHAPEL BLVD, SUITE 150SOUTHLAKE, TX, 76092, United States
CRD 159251
Filing source
Form ADV 2044919 · Mar 25, 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.