Updated:
Millennial Wealth
Millennial Wealth is an RIA combining traditional portfolio management with digital-asset exposure for a new generation of investors.
Millennial Wealth
Millennial Wealth, LLC is a fee-only financial planning firm based out of Seattle, WA. We specialize in serving professionals in tech. We work with clients all across the country on a virtual basis. Our services include but are not limited to; cash flow analysis, retirement planning, insurance advice, college planning, estate planning, tax planning and filing, investment management, employee benefits optimization, equity compensation planning, and debt management. We also advise on job offer letters, real estate purchases, alternative investments, and business exit planning. Clients seek us out when their situations become complex, and they want clarity, confidence, and a trusted advisor with them at every step. Our ongoing financial planning process is client-centric and customized to provide tailored advice and solutions for your unique situation and goals. We commit to upholding our values of integrity, professionalism, excellence, and willingness to learn. And to empower our clients to live their best lives.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
—
Sector focus
Frequently asked questions
What is Millennial Wealth?
Millennial Wealth is a asset manager based in United States.
Where is Millennial Wealth headquartered?
Millennial Wealth is headquartered in United States, in the North America region.
What is Millennial Wealth's assets under management?
Millennial Wealth reports approximately Undisclosed in assets under management, as tracked by Altss.
What does Altss track for Millennial Wealth?
Altss maintains an OSINT-verified profile of Millennial Wealth covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What type of firm is Millennial Wealth?
Millennial Wealth is classified by Altss as a Asset Manager, operating from United States within the North America region.
How does Altss source intelligence on Millennial Wealth?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Millennial Wealth's Altss profile last updated?
Millennial Wealth's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: