The WILKINS MILLER WEALTH MANAGEMENT is a privately held investment adviser that advises $220.08mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. WILKINS MILLER WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 105.97% over the last 5-years.
The Group has been registered with the SEC for 3.61 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 41 WEST INTERSTATE 65, SERVICE ROAD NORTH SUITE 400, MOBILE, AL. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 3 employees comprised of 2 investment and 1 non-investment staff. The total number of Employees decreased by 40% over the last 5-years.
Their $220.08mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 19 other accounts. Assets of High Net Worth Individuals clients own $168.53mn or 76.57% of Total Assets and Pension and Profit Sharing Plans-Private own $35.15mn or 15.97% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
WILKINS MILLER WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.
They have a MEDIUM risk business model that requires a high degree of process maturity to manage operational risk. A Manager Group has a "High Complexity" when 25% or more of 63 business conditions measured require a high level of process maturity to manage the risk. The "Watch" suffix indicates that one or more of the following business conditions carry a high-complexity score: 1) % Fund Assets Valued Internally, 2) prior Regulatory Violations, 3) Unqualified Audits, 4) Multi-Functional C-Suite and 5) Business Concentration Risk with an Auditor or Administrator.
In WILKINS MILLER WEALTH MANAGEMENT's case, they have 6 business conditions that require high process maturity and 0 Watch Factors.