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MILLS WEALTH ADVISORS, LLC

SOUTHLAKE, TX · CRD 159251 · IAPD ↗ · millswealthadvisors.com · 817-416-7300

$548.7MRegulatory AUM
6Advisory reps
8Employees
0Clients
251-500Planning clients
2Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — MILLS WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($440.1M -> $548.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
63
April 2025 — MILLS WEALTH ADVISORS, LLC reported RAUM up 27% ($346.2M -> $440.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
February 2025 — MILLS WEALTH ADVISORS, LLC notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — MILLS WEALTH ADVISORS, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
February 2024 — MILLS WEALTH ADVISORS, LLC notice-filed in AZ.
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.