MILLENNIAL WEALTH MANAGEMENT, LLC

MILLENNIAL WEALTH MANAGEMENT, LLC of BROOMFIELD, CO is an SEC-registered investment adviser (CRD 284746). Regulatory assets under management: $36.0M.

Registration

• CRD: 284746
• Type: Registered investment adviser
• Location: 2095 W. 6TH AVENUE, BROOMFIELD, CO, 80020
• Phone: (303)578-8535
• Latest filing: 2026-07-10
• Regulatory AUM: $36.0M
• Discretionary AUM: $36.0M
• Clients: 3
• Accounts: 165

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284746 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search