Millenia Financial Partners, LLC

Millenia Financial Partners provides continuous and non-continuous portfolio management and investment supervisory services for individual investors, including both high‑net‑worth and other individual clients, on discretionary and non‑discretionary bases. The brochure reports the firm actively manages about $127 million in client assets across roughly 52 accounts.

The firm’s investment process draws on multiple methods of analysis — fundamental, technical, quantitative and qualitative — and employs asset allocation, mutual fund/ETF selection, long‑ and short‑term trading, and options strategies (including covered calls and spreads). Portfolios are monitored frequently and rebalanced as appropriate, clients may impose investment restrictions, and the firm does not participate in wrap fee programs.

Distinctive features include managing a sizable amount of discretionary assets within a compact advisory practice and an emphasis on more active trading and option‑writing strategies that are less common among similarly sized independent advisers. The firm does not vote client proxies, recommends Schwab Institutional custody while receiving program services from Schwab, and states it does not use paid solicitors or accept non‑client compensation.