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MILLENIA FINANCIAL PARTNERS, LLC

· CRD 110832 · IAPD ↗ · 908-268-5550

$127.4MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
December 2025 — MILLENIA FINANCIAL PARTNERS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
August 2025 — MILLENIA FINANCIAL PARTNERS, LLC (location n/a) is newly SEC-registered with $115.8M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.