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| Happy Holidays!! thanks for using AUM13F!! |
| Mills Wealth Advisors LLC
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| CRD # | 159251 |
| SEC # | 801-110251 |
| CIK # | 0002029294 |
| AUM | $440.1 M (2025-06-02) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 817-416-7300 |
| Address | 1207 S White Chapel Blvd Southlake, TX 76092 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002029294 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| St Joe Co | 4.2 | ||
| World Currency Gold Trust | 2.7 | ||
| Fidelity Wise Origin Bitcoin Fund | 1.5 | ||
| Grayscale Bitcoin Trust BTC | 1.2 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| SA | LS MWA Loan 2 | [2018-03-26] | 1.1 | 0.0 |
| PE | Mills Equity Fund II LP | [2017-03-22] | 0.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 248 | 79.5 |
| (b) Individuals (high net worth individuals) | 139 | 318.3 |
| (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 | 36.8 |
| (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 | 7 | 5.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,691 | 440.1 |
| By Discretionary | ||
| Discretionary | 1,480 | 402.0 |
| Non-Discretionary | 211 | 38.0 |
| Total | 1,691 | 440.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 439.6 | |
| Total | 1,691 | 440.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Michael Mills | 16 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002029294] |
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CA | 0.5 |
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Heritage Family Offices LLP
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AL | 0.4 |
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The Invictus Collective LLC
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Sectoral Asset Management Inc
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0.4 | |
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