Wilkins Miller Wealth Management, LLC

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Client assets under management

$212,314,821

Clients

178

44% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$1,192,780

About

Wilkins Miller Wealth Management, LLC provides discretionary asset management, modular financial planning (generally offered to its asset management clients), and retirement plan consulting to individuals—including high‑net‑worth households—and to pension and profit‑sharing plans. As of December 31, 2025, the firm reported approximately $257 million in client assets across about 178 client relationships and generally requires a $100,000 minimum for managed accounts, subject to waiver.

The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes diversification implemented mainly through ETFs and no‑load mutual funds, supported by personalized Investment Policy Statements, systematic rebalancing, and quarterly performance reporting. WM Wealth Management typically manages accounts on a discretionary basis, uses financial planning software to model client scenarios, and will include individual stocks, bonds, municipal securities, or certificates of deposit when appropriate.

A noteworthy feature is the firm’s affiliation with Wilkins Miller, LLC, an accounting firm: several owners and advisory representatives are certified public accountants and offer accounting services through that related firm, a relationship disclosed in the brochure. The brochure also discloses that some advisory representatives are dually registered with Purshe Kaplan Sterling Investments and that the firm utilizes Schwab for custody and execution, with attendant supervisory arrangements and conflict‑of‑interest disclosures.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses

Fee options

Fixed

Financial planning fixed fees ranging from $500 to $25,000; Retirement plan consulting flat fees up to $25,000.

Percentage

$0 - $1,000,000: 1.50% $1,000,000 - $2,500,000: 1.25% $2,500,000 - $5,000,000: 1.00% $5,000,000+: 0.75%

Commissions

Advisory Representatives may receive commissions on securities transactions through Purshe Kaplan Sterling Investments; 12b-1 fees may be earned on mutual funds outside managed accounts.

Other

Account minimum: $100,000

Main office location

Wilkins Miller Wealth Management, LLC

41 West Interstate 65, Service Road North, Suite 400

Mobile AL 36608, United States

Number of offices

Most active in

Alabama · Florida · Georgia · Louisiana · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook X Website 251-410-6700

Advisors at this firm

Dariel M

Series 63, Series 66

Mobile, AL

Wilkins Miller Wealth Management, LLC

Dariel Murray is a financial advisor with Wilkins Miller Wealth Management, LLC, holding Series 63 and Series 66 designations and possessing 25 years of industry experience. He has worked at Wilkins Miller Wealth Management since 2008 and at Purshe Kaplan Sterling Investments since 2013. Wilkins Miller Wealth Management provides asset management, modular financial planning, and retirement plan consulting to individual clients, including high-net-worth households, as well as employee benefit plans. The firm employs a Modern Portfolio Theory framework with diversified allocations primarily in exchange-traded funds and no-load mutual funds, offering discretionary portfolio management supported by written Investment Policy Statements and quarterly performance reporting.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses

Greg B

CFP®, Series 66

Mobile, AL

Wilkins Miller Wealth Management, LLC

Greg Bowen is a CFP® professional with 21 years of industry experience, currently serving at Wilkins Miller Wealth Management, LLC since 2015. He also has a concurrent role at Purshe Kaplan Sterling Investments dating back to 2012. Bowen has ownership interests in investment-related entities including Midtown Investments and is involved in life insurance sales. Wilkins Miller Wealth Management provides asset management, modular financial planning, and retirement plan consulting to individual clients, including high-net-worth households, and employee benefit plans. The firm employs a Modern Portfolio Theory framework with diversified allocations primarily in ETFs and no-load mutual funds, delivering portfolio management guided by written Investment Policy Statements and quarterly performance reporting.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses

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