| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Lewis Heekin Control | President/Managing Partner/Chief Compliance Officer/Managing Member | Over 75% | 2014 |
Millennial Wealth Advisors, LLC reports $146 million in regulatory assets under management on its Form ADV.
Millennial Wealth Advisors, LLC reports 2 employees.
Millennial Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 312-637-1850 |
| Fax | 312-690-3926 |
| Office hours | 8:00a.m. - 6:00p.m. Cst |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $146M |
| Total (RAUM) | $146M |