WILKINS MILLER WEALTH MANAGEMENT, LLC
Adviser information for WILKINS MILLER WEALTH MANAGEMENT, LLC last updated from Form ADV on February 1st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Alabama, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 281 | $184.0M |
| Non-Discretionary | 0 | $0 |
| Total | 281 | $184.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 112 | $27.6M |
| HNW Individuals | 75 | $128.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 8 | $27.5M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $56,092 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-125952 |
|---|---|
| SEC ERA File Number | 801-125952 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 162222 |
| Legal Entity Identifier | None |
Principal Office
41 WEST INTERSTATE 65, SERVICE ROAD NORTHSUITE 400
MOBILE
AL
United States
Monday - Friday, 8 AM TO 5 PM
Tel: 251-410-6700, Fax: 251-410-6799
Chief Compliance Officer
GREG A. BOWEN
DIRECTOR
41 WEST INTERSTATE 65, SERVICE ROAD NORTH
SUITE 400
MOBILE
AL
United States
Tel:
251-410-6700
Fax:
251-410-6799
G*****@**************M
(Full email address available in API data)
Industry Affiliates
| WILKINS MILLER, LLC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CARROLL, WAYNE, ALLEN | Individual | – | MEMBER | 11/2008 | 10-25% |
| JEFFRIES, JOHN | Individual | – | MEMBER | 11/2008 | 10-25% |
| KINTZ, MICHAEL, JOHN | Individual | – | MEMBER | 11/2008 | 10-25% |
| BESSONEN, PATRICIA | Individual | – | MEMBER | 11/2008 | 10-25% |
| BOWEN, GREG, ALAN | Individual | – | CHIEF COMPLIANCE OFFICER | 11/2008 | < 5% |
| Browning, Scott, L | Individual | – | MEMBER | 01/2021 | 10-25% |
| Cummings, Stacy, T. | Individual | – | MEMBER | 01/2021 | 10-25% |
| JONES, ERIN, S. | Individual | – | MEMBER | 01/2021 | 10-25% |