Millennial Wealth Advisors

Millennial Wealth Advisors provides investment advisory and portfolio management services primarily to individual and high‑net‑worth clients, as well as family offices, trusts, and other entities. The firm offers asset‑management services including model‑based portfolios, consolidated reporting, access to private placements and alternative investments, and assistance with securities‑backed lines of credit.

The firm describes a model-driven approach that relies largely on technical analysis and a mix of long‑ and short‑term strategies, and it implements portfolios using in‑house models, third‑party models, and sub‑advisers. While the brochure states the firm typically takes limited discretionary authority for accounts, it also reports approximately $0 in discretionary AUM and manages about $146 million on a non‑discretionary basis, with direct indexing, margin strategies, and use of leveraged/inverse and buffer ETFs discussed as part of its toolkit.

Noteworthy differences from many peers include the firm’s near‑exclusive non‑discretionary asset management (a point the brochure highlights) and its explicit disclosures around practices that are less common among similar firms — for example, facilitating SBLOCs (while noting related conflicts), use of AI tools with recording/transcription and opt‑out options, and a relatively small client base (31 clients) managing a substantial AUM per client. The firm also states it does not accept performance‑based fees and emphasizes detailed risk disclosures for complex and alternative strategies.