Single Family OfficeRIA · CRD 159251SEC-RegisteredPrivate Fund Adviser

Updated:

Mills Wealth Advisors

Mills Wealth Advisors manages multigenerational single-family wealth with a long-duration, operator-led investment mandate.

Mills Wealth Advisors

MILLS WEALTH ADVISORS, LLC is an SEC-registered investment adviser in SOUTHLAKE, TX, registered since 2017. The firm manages $549 million in assets, $507 million on a discretionary basis. It has 8 employees and 6 investment advisers.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

Frequently asked questions

What is Mills Wealth Advisors?

Mills Wealth Advisors is a single family office based in United States.

Where is Mills Wealth Advisors headquartered?

Mills Wealth Advisors is headquartered in United States, in the North America region.

What is Mills Wealth Advisors's assets under management?

Mills Wealth Advisors reports approximately Undisclosed in assets under management, as tracked by Altss.

What does Altss track for Mills Wealth Advisors?

Altss maintains an OSINT-verified profile of Mills Wealth Advisors 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), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is Mills Wealth Advisors's website?

Mills Wealth Advisors's public website is millswealthadvisors.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Mills Wealth Advisors?

Mills Wealth Advisors is classified by Altss as a Single Family Office, operating from United States within the North America region.

How does Altss source intelligence on Mills Wealth Advisors?

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 Mills Wealth Advisors's Altss profile last updated?

Mills Wealth Advisors's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by 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.

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