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McMill Wealth Inc

● SEC registered since 2005CRD 129015SEC# 801-64153Norfolk, NE
Export (members)
Reg. AUM
$730.2M
Employees
50
Accounts
4,118
Location
Norfolk, NE

McMill Wealth Inc assets under management

McMill Wealth Inc is a registered investment adviser overseen by the SEC based in Norfolk, NE. The firm has been registered since 2005. It reports $730.2 million in regulatory assets under management and employs 50 people.

McMill Wealth Inc owners & executives

4 reported
NameTitleOwnershipSince
Andrew John SteffensmeierTreasurer & Secretary5-10%2022
Clint Andrew Weeder ControlPresident25-50%2018
Jared Matthew Faltys ControlVice President50-75%2009
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Frequently asked questions

How much does McMill Wealth Inc manage?

McMill Wealth Inc reports $730.2 million in regulatory assets under management on its Form ADV.

How many employees does McMill Wealth Inc have?

McMill Wealth Inc reports 50 employees.

Where is McMill Wealth Inc located?

McMill Wealth Inc is based in Norfolk, NE and has been SEC-registered since 2005.

Does McMill Wealth Inc disclose fund performance?

McMill Wealth Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address125 South 4th Street, Norfolk, NE 68701
Phone402-371-1160
Fax402-379-3818
Office hours8:00 a.m. To 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$730.2M
Non-discretionary$0
Total (RAUM)$730.2M