Millennial Advisers, LLC. is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 30, 2026, reports $339M in regulatory assets under management, 14 employees, 6 offices, and 449 accounts.
Assets Under Management
$339M
Employees
14
Offices
6 offices
Total Clients
363
Primary office
NEW YORK, NY
THREE WORLD FINANCIAL, 200 VESEY STREET 24TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 89.5% of total clients.
Top client categories% of clientsClients
1
Individuals
89.5%
325
2
Pooled Investment Vehicles
5.5%
20
3
HNWI
5.0%
18
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$339Mas of March 30, 2026
Discretionary100.0%
$339M
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$339M
Total Accounts449
10Y AUM Change+$308M (+977.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee26:1
10Y Employee Change-4 (-22.2%)
* 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.