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| Happy Holidays!! thanks for using AUM13F!! |
| McMill Wealth Inc
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|---|---|
| CRD # | 129015 |
| SEC # | 801-64153 |
| CIK # | 0002056447 |
| AUM | $730.2 M (2025-06-05) |
| Employees | 50 (44% Investors, 0% Brokers) |
| Phone | 402-371-1160 |
| Address | 125 South 4th Street Norfolk, NE 68701 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,925 | 158.2 |
| (b) Individuals (high net worth individuals) | 1,146 | 413.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 30 | 90.6 |
| (h) Charitable organizations | 7 | 56.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 11.6 |
| (n) Other | 0 | 0.0 |
| Total | 4,118 | 730.2 |
| By Discretionary | ||
| Discretionary | 4,118 | 730.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,118 | 730.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 730.2 | |
| Total | 4,118 | 730.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002056447] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
McMill Wealth Inc
✚
|
NE | 0.7 |
|
Wealth Management LLC
✚
|
AZ | 0.0 |
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|---|---|---|
|
Walkner Condon Financial Advisors LLC
✚
|
WI | 0.7 |
|
Park Capital Management LLC
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|
WI | 0.7 |
|
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TX | 0.7 |
|
Pax Financial Group LLC
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|
Q3 Asset Management Corporation
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MI | 0.7 |
|
EQ LLC
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|
0.7 | |
|
Leelyn Smith LLC
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|
IL | 0.7 |
|
Premier Financial Group Inc
✚
|
CA | 0.7 |
|
Copperwynd Financial LLC
✚
|
AZ | 0.7 |
|
Compton Wealth Advisory Group LLC
✚
|
VA | 0.7 |