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| McMill Wealth Inc
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|---|---|
| CRD # | 129015 |
| SEC # | 801-64153 |
| CIK # | 0002056447 |
| AUM | 862.3 M (2026-03-27) |
| Employees | 50 (44% Investors, 0% Brokers) |
| Phone | 402-371-1160 |
| Address | 125 South 4th Street Norfolk, NE 68701 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nucor Corp | 1.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,192 | 129.3 |
| (b) Individuals (high net worth individuals) | 1,382 | 495.3 |
| (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 | 112.9 |
| (h) Charitable organizations | 22 | 107.0 |
| (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 | 30 | 17.8 |
| (n) Other | 0 | 0.0 |
| Total | 5,656 | 862.3 |
| By Discretionary | ||
| Discretionary | 5,656 | 862.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,656 | 862.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 862.3 | |
| Total | 5,656 | 862.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056447] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail, Research |
| Related Firms | State | AUM |
|---|---|---|
|
McMill Wealth Inc
✚
|
NE | 862.3 M |
|
Wealth Management LLC
✚
|
AZ |
| Comparable Firms | State | AUM |
|---|---|---|
|
REDW Wealth LLC
✚
|
NM | 869.2 M |
|
Integrity Financial Corporation
✚
|
WY | 868.1 M |
|
Park Capital Management LLC
✚
|
WI | 868.0 M |
|
Highline Wealth Partners LLC
✚
|
CA | 867.9 M |
|
Greenrock Research Inc
✚
|
IL | 863.9 M |
|
Level Financial Advisors Inc
✚
|
NY | 862.7 M |
|
Gill Capital Partners LLC
✚
|
CO | 862.4 M |
|
Probity Advisors Inc
✚
|
TX | 859.4 M |
|
Rossby Financial LLC
✚
|
FL | 854.8 M |
|
Leelyn Smith LLC
✚
|
IL | 852.3 M |