Mills Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Southlake, TX. Its latest Form ADV filing, dated March 25, 2026, reports $549M in regulatory assets under management, 8 employees, and 1,877 accounts.
Assets Under Management
$549M
Employees
8
Offices
--
Total Clients
472
Primary office
SOUTHLAKE, TX
1207 S. WHITE CHAPEL BLVD, SUITE 150, SOUTHLAKE, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.3% of total clients.
Top client categories% of clientsClients
1
Individuals
58.3%
275
2
HNWI
36.2%
171
3
Pension Plans
3.4%
16
4
Corporations
1.7%
8
5
Pooled Investment Vehicles
0.4%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$549Mas of March 25, 2026
Discretionary92.4%
$507M
92% of total RAUM92.4%
Non-discretionary7.6%
$42M
8% of total RAUM7.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$549M
Total Accounts1,877
10Y AUM Change+$434M (+377.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee59:1
10Y Employee Change+4 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.