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MILE WEALTH MANAGEMENT
MILE Wealth Management is a fee-only fiduciary wealth management firm that integrates financial planning and investment management. Founded by Mark Wilson,...
Overview
MILE Wealth Management is a fee-only fiduciary wealth management firm that integrates financial planning and investment management. Founded by Mark Wilson, APA, CFP®, it emphasizes customized, accessible planning and well-diversified, low-cost, tax-efficient portfolios. The firm reached full capacity in 2022 and is no longer accepting new ongoing clients or project-based engagements. MILE WEALTH MANAGEMENT was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-31, it reported 1 employee; 211 advisory accounts; services including Financial planning, Portfolio management for individuals and small businesses; client categories including High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Multi Family Office
Location
City
Irvine
Principals
Mark Wilson
APA, CFP®, founder
Mark Wilson
founder of MILE Wealth Management
Frequently asked questions
Does Mile Wealth Management disclose its asset under management (AUM)?
No, Mile Wealth Management does not publicly disclose its AUM. This is common among private family offices, which often keep financial metrics confidential.
Who founded Mile Wealth Management, and when was it established?
Founding details, including the founder's name and the year of establishment, are not available in public records. The firm maintains a low public profile.
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