Home
›
Firms
›
MILLS WEALTH ADVISORS, LLC
MILLS WEALTH ADVISORS, LLC
SOUTHLAKE, Texas
·
2 registered advisors
·
CRD# 159251
SEC# 801-110251
0
817-416-7300
01
Firm Overview
AUM
$346M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at MILLS WEALTH ADVISORS, LLC
2 registered advisors
Michael Alan Mills
SOUTHLAKE, Texas
CRD# 3049166
Stephen Brooks Nelson
SOUTHLAKE, Texas
CRD# 6129809
05
Office Locations
SOUTHLAKE, Texas
2 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. MILLS WEALTH ADVISORS, LLC (CRD# 159251) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.