MILLENNIAL WEALTH LLC is an SEC-registered investment adviser (CRD 289970). Regulatory assets under management: $278.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Levi G Sanchez | CHIEF COMPLIANCE OFFICER, FINANCIAL PLANNER | — |
| Sanchez Jesus G | CHIEF COMPLIANCE OFFICER, FINANCIAL PLANNER | — |