# MILLS WEALTH ADVISORS, LLC

MILLS WEALTH ADVISORS, LLC of SOUTHLAKE, TX is an SEC-registered investment adviser.

## Registration

- CRD: 159251
- Type: SEC-registered investment adviser
- SEC file number: 801-110251
- Location: 1207 S. WHITE CHAPEL BLVD, SUITE 150, SOUTHLAKE, TX, 76092
- Phone: 817-416-7300
- Latest filing: 2026-03-25
- Regulatory AUM: $548.7M
- Discretionary AUM: $507.2M
- Non-discretionary AUM: $41.6M
- Clients: 8
- Accounts: 1,877

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Charities, Investment cos, Other

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Michael Alan Mills | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Stephen Brooks Nelson | PARTNER, SHAREHOLDER | — |
| MILLS MICHAEL ALAN | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| NELSON STEPHEN BROOKS | PARTNER, SHAREHOLDER | — |


## Private funds (2)

Mix: Private Equity Fund 1 · Securitized Asset Fund 1

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| MILLS EQUITY FUND II, LP | Private Equity Fund | Texas | 39 | $76K | $25K |
| LS MWA LOAN 2 | Securitized Asset Fund | Texas | 15 | — | $25K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159251/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159251/similar
- Related entities: https://search.stillhousedata.com/firm/159251/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159251

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.