# MILE WEALTH MANAGEMENT

MILE WEALTH MANAGEMENT is a Multi Family Office based in Irvine.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Irvine
- **Assets under management:** Undisclosed
- **Website:** milewealth.com

## Regulatory record

- **CRD number:** 288519
- **SEC file number:** 801-136137
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288519

## About

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.

## People

- Mark Wilson — APA, CFP®, founder
- Mark Wilson — founder of MILE Wealth Management

## 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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Last updated: 2026-08-11T15:07:26.757Z

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