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| Mills Wealth Advisors LLC
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| CRD # | 159251 |
| SEC # | 801-110251 |
| CIK # | 0002029294 |
| AUM | 548.7 M (2026-03-25) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 817-416-7300 |
| Address | 1207 S White Chapel Blvd Southlake, TX 76092 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| St Joe Co | 5.5 | ||
| World Currency Gold Trust | 3.6 | ||
| General Motors Co | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| SA | LS MWA Loan 2 | [2018-03-26] | 1.1 M | |
| Offered $4,000,000 · Filed 2017-11-20 (D) · Exemption 506(b) · Minimum $50,000 · Remaining $2,900,000 · Duration One year or less · Revenue No Revenues | ||||
| PE | Mills Equity Fund II LP | [2017-03-22] | 0.1 M | |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 275 | 73.0 |
| (b) Individuals (high net worth individuals) | 171 | 421.3 |
| (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 | 2 | 0.1 |
| (g) Pension and profit sharing plans | 16 | 48.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 8 | 6.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,877 | 548.7 |
| By Discretionary | ||
| Discretionary | 1,656 | 507.2 |
| Non-Discretionary | 221 | 41.6 |
| Total | 1,877 | 548.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 548.2 | |
| Total | 1,877 | 548.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Michael Mills | Executive Officer | 16 | 3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002029294] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
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