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Millenia Financial Partners, LLC

● SEC registered since 2025CRD 110832SEC# 801-134039
Export (members)
Reg. AUM
$115.8M
Employees
1
Accounts
110
Location
—

Millenia Financial Partners, LLC assets under management

Millenia Financial Partners, LLC is an SEC-registered investment adviser. The firm has been registered since 2025. It reports $115.8 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

Millenia Financial Partners, LLC owners & executives

1 reported
NameTitleOwnershipSince
Gary Lee Smith ControlManaging Member, Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Millenia Financial Partners, LLC manage?

Millenia Financial Partners, LLC reports $115.8 million in regulatory assets under management on its Form ADV.

How many employees does Millenia Financial Partners, LLC have?

Millenia Financial Partners, LLC reports 1 employees.

Does Millenia Financial Partners, LLC disclose fund performance?

Millenia Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone908-268-5550
Office hours9:00 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$115.8M
Non-discretionary$0
Total (RAUM)$115.8M