MILLENNIAL WEALTH

MILLENNIAL WEALTH of FALL CITY, WA is an SEC-registered investment adviser (CRD 289970). Regulatory assets under management: $278.7M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (2)

NameRoleLocation
Levi G SanchezCHIEF COMPLIANCE OFFICER, FINANCIAL PLANNER—
Sanchez Jesus GCHIEF COMPLIANCE OFFICER, FINANCIAL PLANNER—

More on this firm