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MILLARES ASSET MANAGEMENT, LLC

CORAL GABLES, FL · CRD 144620 · IAPD ↗ · millares.net · 305-662-9649

$236.2MRegulatory AUM
3Advisory reps
3Employees
1Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
October 2026 — MILLARES ASSET MANAGEMENT, LLC (CORAL GABLES, FL) left the SEC roster (was $236.2M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
25
March 2026 — MILLARES ASSET MANAGEMENT, LLC changed its website from millaresam.net to millares.net.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
December 2025 — MILLARES ASSET MANAGEMENT, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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