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Firm profile

Millennial Wealth Advisors

CRD 174201Registration Status: ApprovedEffective since May 14, 2026Latest ADV April 16, 2026

Millennial Wealth Advisors is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 16, 2026, reports $146M in regulatory assets under management, 2 employees, 1 office, and 49 accounts.

Assets Under Management
$146M
Employees
2
Offices
1 office
Total Clients
45
Primary office
—
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOCharles L. Heekin

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Hourly charges
Performance-based fees
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentHNWI represent 64.4% of total clients.
Top client categories% of clientsClients
1
HNWI
64.4%
29
2
Corporations
26.7%
12
3
Individuals
4.4%
2
4
Charitable
4.4%
2
Categories with <5 clients
Charitable Organizations<5 clients
Individuals (other than high net worth individuals)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$146Mas of April 16, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$146M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$146M
Total Accounts49
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee23:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.