| Name | Title | Ownership | Since |
|---|---|---|---|
| Levi G Sanchez Control | Chief Compliance Officer, Financial Planner | Over 75% | 2018 |
Millennial Wealth LLC reports $203.7 million in regulatory assets under management on its Form ADV.
Millennial Wealth LLC reports 6 employees.
Millennial Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | (206) 207-8426 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $203.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $203.7M |