MIKEL WEALTH MANAGEMENT

MIKEL WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 331825). Regulatory assets under management: $22.9M.

Registration

• CRD: 331825
• Type: Registered investment adviser
• Phone: 210-569-2805
• Latest filing: 2026-01-26
• Regulatory AUM: $22.9M
• Discretionary AUM: $200K
• Non-discretionary AUM: $22.7M
• Clients: 1
• Accounts: 179

Business model

Compensation: % of AUM, Other.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331825 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search