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MILLENNIAL WEALTH ADVISORS

· CRD 174201 · IAPD ↗ · 312-637-1850

$146.0MRegulatory AUM
2Advisory reps
2Employees
11Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2026 — MILLENNIAL WEALTH ADVISORS (location n/a) is newly SEC-registered with $146.0M RAUM and 2 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.