Mikel Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mikel Wealth Management serves individuals, families, high-net-worth clients, and small businesses with personalized investment advisory and financial planning services. The firm provides ongoing portfolio management (both discretionary and non-discretionary), develops written Investment Policy Statements, and offers planning advice that can include insurance and annuity recommendations.
Portfolios are built across stocks, bonds, mutual funds, ETFs, and fixed-income securities using fundamental analysis, asset-allocation modeling, and periodic rebalancing tied to each client’s goals and risk tolerance. The brochure discloses approximately $23 million in assets under management with only about $200,000 managed on a discretionary basis, indicating the firm primarily operates in a non-discretionary capacity.
Noteworthy for an independent, single-advisor practice, the firm’s principal is a licensed attorney who provides limited wills and probate services and is also a licensed insurance agent who sells life, long‑term care insurance, and annuities; the firm also presents compensated educational seminars and workshops. The adviser discloses potential conflicts stemming from insurance commissions, notes clients are under no obligation to use its insurance or legal services, and reports advising on roughly $11 million in variable annuity assets.
Client services
Expertise
Fee options
Fixed fees ranging from $500 to $5,000 for financial planning or consulting services; workshops and seminars fees are negotiated case-by-case.
$0 - $3,000,000: 1.00% annually $3,000,001 - $10,000,000: 0.70% annually $10,000,001+: Negotiated
Commissions on insurance products including life insurance, long-term care insurance, and annuities through Lincoln Financial Services and Protective Life.
Account minimum: $1,000
Main office
Dallas TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Mikel Wealth Management · Mikel Wealth Management, LLC · Smith Wealth Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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