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MILLS WEALTH ADVISORS, LLC

SEC Form ADV profile.

Total regulatory AUM
$548,737,909
Discretionary
$507,157,697
Non-discretionary
$41,580,212

Firm details

CRD number
159251
SEC file number
801-110251
Main office
SOUTHLAKE, TX, United States
Employees
8
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees Performance-based

As of October 2026.