Millennial Wealth Advisors

Millennial Wealth Advisors is an SEC‑registered investment adviser that serves individuals, high‑net‑worth clients, family offices, pension and profit‑sharing plans, trusts, and other entities. The firm provides portfolio management, consolidated reporting, and access to third‑party model portfolios and private placements, typically working with mutual funds, ETFs, equities, options, debt securities and other pooled vehicles; it generally requires a $2,000,000 relationship minimum but may waive it in certain cases.

The firm’s investment process emphasizes technical analysis and employs both long‑ and short‑term trading strategies, with use of sub‑advisers and model portfolios for day‑to‑day trading and back‑office support. Millennial Wealth states it takes limited discretionary authority but reports approximately $146,048,654 in non‑discretionary assets and $0 in discretionary assets, so advisors primarily recommend trades for client approval rather than exercising full trading discretion.

Noteworthy distinctions include the firm’s essentially all non‑discretionary AUM and a small client base (two advisors serving 31 clients), which differs from most peers that manage discretionary portfolios; these facts may affect how investment decisions are implemented and reviewed. Although the firm’s ADV indicates it does not accept performance‑based fees, the managing partner holds a minority ownership interest in a general partner that participates in performance‑based fees from certain private investment vehicles, a potential conflict identified in the brochure that clients should consider.