Broomfield, CO Office
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Millennial Wealth Management, LLC
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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.
Based on Millennial Wealth Management, LLC
Expertise
Based on Millennial Wealth Management, LLC
Location
2095 W. 6th Avenue, Suite 112
Broomfield CO 80020
Advisors at this office
2
Advisors at this office
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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