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Building 2WILKINS MILLER WEALTH MANAGEMENT, LLC

Map pinMOBILE, AL
Phone251-410-6700
NotebookSEC #801-125952
Total AUM
$257.5M
Employees
3
Clients
195

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
41 WEST INTERSTATE 65, SERVICE ROAD NORTH
SUITE 400
MOBILE
AL 36608
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
251-410-6700
Other Offices
1

ReceiptFinancials

Total AUM
$257.5M
Accounts
478
Discretionary
$257.5M
Accounts
478
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
99
AUM
$24.6M
HNW Individual Clients
79
AUM
$187.7M
Pension/Profit Sharing Plan Clients
16
AUM
$45.1M
Charitable Organization Clients
1
AUM
$62.1K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGALATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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