# Wilkins Miller Wealth Management

Wilkins Miller Wealth Management is a Bank / Wealth / Trust based in Mobile, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Mobile, United States
- **Region:** North America
- **Address:** Mobile, AL, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** www.wmwealthmgt.com
- **LinkedIn:** https://www.linkedin.com/company/wilkins-miller-wealth-management

## Regulatory record

- **CRD number:** 162222
- **SEC file number:** 801-125952
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-25T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/162222

## About

Founded in 2008, Wilkins Miller Wealth Management operates as an Alabama-based advisory firm. The practice focuses on financial planning, asset management, and portfolio construction for individuals, high-net-worth families, and retirement plans. Its wealth-management model reflects the fiduciary advisory structure common to registered investment advisers rather than a single-family office or direct-investment platform. The firm's strategy centers on modern portfolio theory and goals-based planning. It provides asset allocation, manager selection, and ongoing portfolio rebalancing across traditional asset classes including equities, fixed income, and cash equivalents. Client portfolios are typically constructed using mutual funds, exchange-traded funds, and separately managed accounts. The firm does not publicly disclose direct private-market investments, co-investment programs, or proprietary fund vehicles. Team size and total assets under management are not publicly disclosed. The firm maintains its sole office in Mobile, Alabama, and has not announced satellite locations or adjacent vehicles such as philanthropic foundations, real-estate arms, or club memberships. No significant operational leadership changes or capital events have been reported in the last 24 months. Wilkins Miller's structural posture is that of a locally rooted, planning-led advisory practice — distinct from firms that compete on institutional-scale sourcing or private-market access. For allocators evaluating regional wealth managers in the Gulf Coast corridor, the firm represents a conservative, service-oriented model.

## Questions

### What services does Wilkins Miller Wealth Management provide?

The firm provides financial planning, asset management, and portfolio management services. Its client base includes individuals, high-net-worth families, and retirement plans. The practice follows a goals-based planning framework, constructing portfolios primarily from traditional asset classes using mutual funds, ETFs, and separately managed accounts.

### Does the firm make direct investments in private companies or real estate?

There is no public record of Wilkins Miller making direct private-company investments, real-estate acquisitions, or co-investments. Client portfolios appear to be constructed from publicly traded and liquid instruments. The firm has not disclosed participation in private-market fund commitments or direct deals.

### Where does the firm source its clients?

The firm is headquartered in Mobile, Alabama, and its client base is concentrated in the Gulf Coast region. It does not advertise a multi-office footprint or a national marketing strategy. The client profile — individuals, high-net-worth families, and retirement plans — reflects a locally oriented advisory business.

## Related profiles

- [Wilhelm Financial Services](https://altss.com/profile/wilhelm-financial-services)
- [Wilkinson Global Asset Management](https://altss.com/profile/wilkinson-global-asset-management)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/wilkins-miller-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology