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Wilkins Miller Wealth Management, LLC

● SEC registered since 2022CRD 162222SEC# 801-125952Mobile, AL
Export (members)
Reg. AUM
$220.1M
Employees
3
Accounts
521
Location
Mobile, AL

Wilkins Miller Wealth Management, LLC assets under management

Wilkins Miller Wealth Management, LLC operates as an SEC-registered investment adviser based in Mobile, AL. The firm has been registered since 2022. It reports $220.1 million in regulatory assets under management and employs 3 people.
www.facebook.com/wmwealthmgtView on SEC.gov ↗

Wilkins Miller Wealth Management, LLC owners & executives

8 reported
NameTitleOwnershipSince
Erin S. JonesMember10-25%2021
Greg Alan Bowen ControlChief Compliance OfficerUnder 5%2008
John JeffriesMember10-25%2008
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Frequently asked questions

How much does Wilkins Miller Wealth Management, LLC manage?

Wilkins Miller Wealth Management, LLC reports $220.1 million in regulatory assets under management on its Form ADV.

How many employees does Wilkins Miller Wealth Management, LLC have?

Wilkins Miller Wealth Management, LLC reports 3 employees.

Where is Wilkins Miller Wealth Management, LLC located?

Wilkins Miller Wealth Management, LLC is based in Mobile, AL and has been SEC-registered since 2022.

Does Wilkins Miller Wealth Management, LLC disclose fund performance?

Wilkins Miller Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address41 West Interstate 65, Service Road North, Suite 400, Mobile, AL 36608
Phone251-410-6700
Fax251-410-6799
Office hours8 a.m. To 5 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$220.1M
Non-discretionary$0
Total (RAUM)$220.1M