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.