Millennial Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Millennial Wealth Management provides portfolio management and financial planning to individual clients, including both high‑net‑worth and non‑HNW households, and also advises employer retirement plans. Its services span discretionary portfolio management implemented through third‑party money managers, comprehensive and hourly financial planning, and employee benefit plan consulting.
The firm generally favors a passive, low‑cost approach—constructing diversified portfolios with index funds and ETFs and selecting outside managers to implement model allocations—while requiring discretionary authority to execute manager changes and rebalances. For clients who maintain accounts at other custodians or employer plans, the firm uses an order‑management platform to view and manage those “held‑away” assets and performs periodic reviews of manager performance and clients’ financial plans.
Millennial Wealth is a small adviser led by a single principal who also serves as the firm’s chief compliance officer and primary account reviewer, a governance arrangement that gives clients direct access to senior oversight that is less common among supported firms. The firm’s compact team includes advisers who maintain significant outside employment, and it relies on multiple institutional platforms and custodial relationships to centralize portfolio implementation and held‑away account management—operational features that distinguish it from many peers.
Client services
Expertise
Demographic focus
Fee options
$0 - $300,000: 1.25% $300,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,000+: 0.50%
$300 per hour, billed in 1-minute increments, minimum 2 hours ($600) upfront payment
Comprehensive Financial Planning: $600 upfront plus $200/month (individuals) or $250/month (couples) ongoing fee
Main office
See office2095 W. 6th Avenue, Suite 112
Broomfield CO 80020
Advisors at this office
2
Offices (2)
Most active in
California · Colorado · Texas
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.
Forms ADV
Quick links
Advisors at this firm
Lori S
Series 66
Amarillo, TX
Millennial Wealth Management, LLC
Lori Slaughter is a financial advisor with Millennial Wealth Management, LLC and holds a Series 66 designation. She has six years of industry experience, including a 31-year tenure at Edward Jones prior to joining her current firm. Millennial Wealth Management provides portfolio management and financial planning services to individual clients and employer retirement plans. The firm employs a passive, low-cost investment approach using diversified portfolios of index funds and ETFs, alongside third-party money managers, and offers comprehensive financial planning and employee benefit consulting.
Carlie C
Series 65
Broomfield, CO
Millennial Wealth Management, LLC
Carlie Campuzano is a financial advisor at Millennial Wealth Management, LLC in Broomfield, CO, holding a Series 65 designation. She has been with Millennial Wealth Management since 2026 and has prior experience working for the City of Aurora and Kimley-Horn & Associates. Millennial Wealth Management provides portfolio management and financial planning services to individual clients and employer retirement plans, favoring a passive, low-cost investment approach using diversified portfolios of index funds and ETFs alongside selected outside managers. The firm operates with a small team and employs multiple institutional platforms to centralize portfolio implementation and held-away account management.
Grayson H
Series 66
Broomfield, CO
Millennial Wealth Management, LLC
Grayson Hofferber is a financial advisor at Millennial Wealth Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Millennial Wealth Management since 2016. Outside of his advisory role, he owns a bookkeeping business, Millennial Bookkeeping, which he is in the process of transitioning to a new owner. Millennial Wealth Management provides portfolio management and financial planning services to individual clients, including both high-net-worth and non-HNW households, as well as employer retirement plans. The firm emphasizes a passive, low-cost investment approach using diversified portfolios of index funds and ETFs, and provides discretionary management through third-party money managers.
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