A complete list of active advisors currently associated with Wilkins Miller Wealth Management, LLC

Warmer can help you find a great advisor at Wilkins Miller Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Wilkins Miller Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.