| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Mills Equity Fund II, LP | Private Equity | $166K | $25K |
| Ls Mwa Loan 2 | Securitized Asset | — | $25K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Alan Mills Control | President/Chief Compliance Officer | Over 75% | 2003 |
| Stephen Brooks Nelson | Partner, Shareholder | 5-10% | 2022 |
Mills Wealth Advisors, LLC reports $440.1 million in regulatory assets under management on its Form ADV.
Mills Wealth Advisors, LLC manages 2 private funds with combined gross assets of $165,941.
Mills Wealth Advisors, LLC reports 6 employees.
Mills Wealth Advisors, LLC is based in Southlake, TX and has been SEC-registered since 2017.
Mills Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1207 S. White Chapel Blvd, Suite 150, Southlake, TX 76092 |
| Phone | 817-416-7300 |
| Fax | 817-416-7307 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $402M |
| Non-discretionary | $38M |
| Total (RAUM) | $440.1M |