MILLS WEALTH ADVISORS, LLC of SOUTHLAKE, TX is an SEC-registered investment adviser (CRD 159251). Regulatory assets under management: $548.7M.
Compensation: % of AUM, Hourly, Fixed, Performance.
Clients served: Individuals, High net worth, Charities, Investment cos, Other.
| 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 Equity Fund: 1 · Securitized Asset Fund: 1
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| MILLS EQUITY FUND II, LP | Private Equity Fund | Texas | 39 | $76K | $25K |
| LS MWA LOAN 2 | Securitized Asset Fund | Texas | 15 | — | $25K |