|
⚲
|
| Wilkins Miller Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 162222 |
| SEC # | 801-125952 |
| CIK # | 0002057318 |
| AUM | $257.5 M (2026-03-25) |
| Employees | 3 (67% Investors, 33% Brokers) |
| Phone | 251-410-6700 |
| Address | 41 West Interstate 65, Service Road North Mobile, AL 36608 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.5 | ||
| Chevron Corp | 1.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 24.6 |
| (b) Individuals (high net worth individuals) | 79 | 187.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 45.1 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 478 | 257.5 |
| By Discretionary | ||
| Discretionary | 478 | 257.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 478 | 257.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 257.5 | |
| Total | 478 | 257.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002057318] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Horizons Wealth Management Inc
✚
|
NC | 0.3 |
|
Bruce G Allen Investments LLC
✚
|
CO | 0.3 |
|
Malvern Capital Management LLC
✚
|
PA | 0.3 |
|
Fullcircle Wealth LLC
✚
|
TX | 0.3 |
|
Bermuda Investment Advisory Services Limited
✚
|
0.3 | |
|
IKE Capital LLC
✚
|
0.3 | |
|
103 Advisory Group LLC
✚
|
IL | 0.3 |
|
W&S Brokerage Services Inc
✚
|
OH | 0.3 |
|
New Millennium Group LLC
✚
|
UT | 0.3 |
|
Texas Family Wealth LLC
✚
|
TX | 0.3 |