Mile Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MILE Wealth Management is an independent registered investment adviser that serves individual clients, including high-net-worth individuals, with discretionary investment management and a range of financial planning services offered on ongoing, project, or hourly bases. The firm reports managing approximately $120.1 million across about 63 client relationships.
Portfolios are constructed using Modern Portfolio Theory and primarily implemented with passive, asset-class exposures such as index mutual funds and ETFs, with allocations tailored to each client’s objectives, time horizon, and risk tolerance. MILE conducts a structured data‑gathering process to establish an investment policy, implements portfolios on a discretionary basis, and provides ongoing monitoring and implementation support for clients engaged in ongoing planning.
Distinctive aspects of the firm include operating as a single‑advisor practice while reporting two offices and a relatively high level of assets per client compared with many solo independent advisers. The firm does not produce separate written performance reports for clients (relying on custodian statements), uses Schwab’s institutional platform for custody and operational support, and may be deemed to have limited custody when it is authorized to debit fees or initiate transfers.
Client services
Expertise
Fee options
Project-Based Financial Planning Services fixed fee typically between $500 to $3,500, based on complexity
$0 - $1,000,000: 0.80% $1,000,001 - $3,000,000: 0.50% $3,000,001 - $5,000,000: 0.40% $5,000,001 - $10,000,000: 0.30% $10,000,001+: 0.20%
$250 to $350 per hour, depending on complexity
Account minimum: $600,000 Minimum fee: $4,800 per year minimum annual fee for Investment Management Services
Main office
100 Spectrum Center Drive, Suite 900
Irvine CA 92618
Advisors at this office
1
Most active in
California
Also doing business as
Mile Wealth Management · Mile Wealth Management 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Lawyer
They provide legal services, typically billed separately.
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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.
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