Private Market View

MILLS WEALTH ADVISORS, LLC

PE / buyout · SOUTHLAKE, TX

AUM
$501K
Portfolio companies
Recorded deals
Last investment

Key facts

  • MILLS WEALTH ADVISORS, LLC is a private equity firm based in SOUTHLAKE, TX.
  • MILLS WEALTH ADVISORS, LLC reports $501K in regulatory assets under management across 2 private funds, per its SEC Form ADV (2026-03).

Registered with the SEC

Form ADV · 2026-03 · CRD 159251
Regulatory AUM
$501K
Private fund assets
$76K
Private funds
2 · 1 private equity
Staff
8
Registered office
SOUTHLAKE, TX
SEC status
Approved

Reports custody of client assets.

Source: SEC Investment Adviser Public Disclosure, Form ADV.

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Portfolio

Portfolio — not yet on record

No portfolio companies for MILLS WEALTH ADVISORS, LLC are on record yet. Positions surface from round participations, filings, and coverage.

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Frequently asked

What is MILLS WEALTH ADVISORS, LLC's AUM?
MILLS WEALTH ADVISORS, LLC manages approximately $501K in assets.