Wilkins Miller Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$257,491,633
Total clients
178
44% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
89
Average account size
$1,446,582
About
Wilkins Miller Wealth Management, LLC provides discretionary asset management, modular financial planning (generally offered to its asset management clients), and retirement plan consulting to individuals—including high‑net‑worth households—and to pension and profit‑sharing plans. As of December 31, 2025, the firm reported approximately $257 million in client assets across about 178 client relationships and generally requires a $100,000 minimum for managed accounts, subject to waiver.
The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes diversification implemented mainly through ETFs and no‑load mutual funds, supported by personalized Investment Policy Statements, systematic rebalancing, and quarterly performance reporting. WM Wealth Management typically manages accounts on a discretionary basis, uses financial planning software to model client scenarios, and will include individual stocks, bonds, municipal securities, or certificates of deposit when appropriate.
A noteworthy feature is the firm’s affiliation with Wilkins Miller, LLC, an accounting firm: several owners and advisory representatives are certified public accountants and offer accounting services through that related firm, a relationship disclosed in the brochure. The brochure also discloses that some advisory representatives are dually registered with Purshe Kaplan Sterling Investments and that the firm utilizes Schwab for custody and execution, with attendant supervisory arrangements and conflict‑of‑interest disclosures.
Client services
Expertise
Fee options
Financial planning fixed fees ranging from $500 to $25,000; Retirement plan consulting flat fees up to $25,000.
$0 - $1,000,000: 1.50% $1,000,000 - $2,500,000: 1.25% $2,500,000 - $5,000,000: 1.00% $5,000,000+: 0.75%
Advisory Representatives may receive commissions on securities transactions through Purshe Kaplan Sterling Investments; 12b-1 fees may be earned on mutual funds outside managed accounts.
Account minimum: $100,000
Main office location
Wilkins Miller Wealth Management, LLC
41 West Interstate 65, Service Road North, Suite 400
Mobile AL 36608, United States
Number of offices
2
Most active in
Alabama · Florida · Georgia · Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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