# Millennium Portfolio Advisors

Millennium Portfolio Advisors is a RIA based in Arlington, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Arlington, United States
- **Region:** North America
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** https://millenniumportfolioadvisors.com

## Regulatory record

- **CRD number:** 137124
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/137124

## About

Millennium Portfolio Advisors creates programs and portfolios to meet long-term financial goals and answers questions about investments, taxes, retirement, and estate planning. The firm provides wealth advisory services and retirement planning to individuals and small businesses. Its approach clarifies fees, analyzes goals against the current portfolio, and recommends an investment strategy designed to meet risk tolerance.

## People

- Robert DeVoe (Series 65) — CPA
- Tim Lawrence (Series 7 & 63)

## Related profiles

- [Paratus Wealth Management](https://altss.com/profile/paratus-wealth-management-llc)
- [Van Eck Absolute Return Advisers](https://altss.com/profile/van-eck-absolute-return-advisers-corp)

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

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