Wilkins Miller Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mobile, AL. Its latest Form ADV filing, dated March 25, 2026, reports $257M in regulatory assets under management, 3 employees, 1 office, and 478 accounts.
Assets Under Management
$257M
Employees
3
Offices
1 office
Total Clients
195
Primary office
MOBILE, AL
41 WEST INTERSTATE 65, SERVICE ROAD NORTH, SUITE 400, MOBILE, AL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.8% of total clients.
Top client categories% of clientsClients
1
Individuals
50.8%
99
2
HNWI
40.5%
79
3
Pension Plans
8.2%
16
4
Charitable
0.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$257Mas of March 25, 2026
Discretionary100.0%
$257M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$257M
Total Accounts478
10Y AUM Change+$117M (+83.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee65:1
10Y Employee Change-2 (-40.0%)
* 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.