MILLENNIAL WEALTH
MILLENNIAL WEALTH LLC Legal Name
Adviser information for MILLENNIAL WEALTH last updated from Form ADV on January 22nd, 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 | Washington, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,203 | $145.6M |
| Non-Discretionary | 0 | $0 |
| Total | 1,203 | $145.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 162 | $40.5M |
| HNW Individuals | 27 | $102.1M |
| 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 | 0 | $0 |
| Charitable organizations | <5 | $3.0M |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-129376 |
|---|---|
| SEC ERA File Number | 801-129376 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 289970 |
| Legal Entity Identifier | None |
Principal Office
2109 AMY LOOPPASCO
WA
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: (206) 207-8426, Fax: None
Websites
Chief Compliance Officer
LEVI SANCHEZ
FOUNDER
2109 AMY LOOP
PASCO
WA
United States
Tel:
(206) 207-8426
L***@**********************M
(Full email address available in API data)
Regulatory Contact
RILEY POPPY
FINANCIAL PLANNER
8626 NE 26 PLACE
CLYDE HILL
WA
United States
Tel:
(206) 486-6240
R****@**************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SANCHEZ, LEVI, G | Individual | – | CHIEF COMPLIANCE OFFICER, FINANCIAL PLANNER | 11/2018 | > 75% |