Unclaimed Profile

Lewis Page Stalcup

WILKINS MILLER WEALTH MANAGEMENT, LLC·MOBILE, Alabama

Clean record10 years registeredWILKINS MILLER WEALTH MANAGEMENT, LLC

41 WEST INTERSTATE 65, SERVICE ROAD NORTH,, MOBILE, AL 36608CRD# 5417330Firm CRD# 162222

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lewis Page Stalcup · MOBILE, AL

Registration

CRD #5417330 · WILKINS MILLER WEALTH MANAGEMENT, LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WILKINS MILLER WEALTH MANAGEMENT, LLC

WILKINS MILLER WEALTH MANAGEMENT, LLC

Feb 2016 – Dec 2022

MOBILE, AL

Registrations & Exams

Registration record

First registered · February 11, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WILKINS MILLER WEALTH MANAGEMENT, LLC

CRD 162222 · SEC 801-125952

AUM

$184M

Regulatory assets under management

Employees

281 client accounts

Services offered by WILKINS MILLER WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WILKINS MILLER WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Lewis Page Stalcup offer?

Lewis Page Stalcup specializes in Financial Planning, Investment Management.

What are Lewis Page Stalcup's credentials?

Lewis Page Stalcup is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lewis Page Stalcup located?

Lewis Page Stalcup is based in MOBILE, Alabama, last registered with WILKINS MILLER WEALTH MANAGEMENT, LLC.

How does Lewis Page Stalcup charge for services?

Lewis Page Stalcup's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WILKINS MILLER WEALTH MANAGEMENT, LLC?

WILKINS MILLER WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $184M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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