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MILLENNIAL WEALTH

FALL CITY, WA · CRD 289970 · IAPD ↗ · (206) 207-8426

$278.7MRegulatory AUM
4Advisory reps
6Employees
1Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2026 — MILLENNIAL WEALTH notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
February 2026 — MILLENNIAL WEALTH reported RAUM up 37% ($203.7M -> $278.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
August 2025 — MILLENNIAL WEALTH notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
February 2025 — MILLENNIAL WEALTH reported RAUM up 40% ($145.6M -> $203.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
October 2024 — MILLENNIAL WEALTH now reports custody of client assets ($125.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
June 2024 — MILLENNIAL WEALTH notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
February 2024 — MILLENNIAL WEALTH (location n/a) is newly SEC-registered with $145.6M RAUM and 3 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.