MCMILL WEALTH INC
Legal name: MCMILL CPA AND ADVISORS
CRD #129015 SEC #801-64153 NORFOLK, NE 402-371-1160
SEC Registered
Total AUM
$730.2M
Discretionary
$730.2M
Employees
50
Clients
101
Accounts
4,118
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $730.2M | $730.2M | $0 | 50 | 0 |
| Apr 2025 | $730.2M | $730.2M | $0 | 50 | 0 |
| Mar 2025 | $730.2M | $730.2M | $0 | 50 | 0 |
| Apr 2024 | $640.9M | $640.9M | $0 | 50 | 0 |
| Mar 2024 | $640.9M | $640.9M | $0 | 50 | 0 |
| Feb 2024 | $545.6M | $545.6M | $0 | 50 | 0 |
| Sep 2023 | $545.6M | $545.6M | $0 | 50 | 0 |
| Jul 2023 | $545.6M | $545.6M | $0 | 50 | 0 |
| Mar 2023 | $545.6M | $545.6M | $0 | 50 | 0 |
| Sep 2022 | $561.1M | $561.1M | $0 | 50 | 0 |
| Aug 2022 | $561.1M | $561.1M | $0 | 50 | 0 |
| Aug 2022 | $561.1M | $561.1M | $0 | 50 | 0 |
| Mar 2022 | $561.1M | $561.1M | $0 | 50 | 0 |
| Mar 2021 | $435.1M | $435.1M | $0 | 50 | 0 |
| Dec 2020 | $366.7M | $366.7M | $0 | 50 | 0 |
| Nov 2020 | $366.7M | $366.7M | $0 | 50 | 0 |
| Nov 2020 | $366.7M | $366.7M | $0 | 50 | 0 |
| Sep 2020 | $366.7M | $366.7M | $0 | 50 | 0 |
| Jun 2020 | $366.7M | $366.7M | $0 | 50 | 0 |
| Mar 2020 | $366.7M | $366.7M | $0 | 50 | 0 |
| Mar 2019 | $302.4M | $302.4M | $0 | 50 | 0 |
| Mar 2018 | $322.3M | $322.3M | $0 | 50 | 0 |
| Mar 2018 | $322.3M | $322.3M | $0 | 50 | 0 |
| Mar 2018 | $322.3M | $322.3M | $0 | 50 | 0 |
| Apr 2017 | $297M | $297M | $0 | 45 | 3,400 |
| Mar 2017 | $297M | $297M | $0 | 45 | 3,400 |
| Mar 2016 | $227.4M | $227.4M | $0 | 45 | 2,800 |
| Mar 2015 | $215.1M | $215.1M | $0 | 45 | 2,800 |
| Mar 2014 | $205.8M | $205.8M | $0 | 42 | 2,800 |
| Mar 2013 | $133.9M | $133.9M | $0 | 40 | 2,800 |
| Apr 2012 | $102.7M | $102.7M | $0 | 11 | 2,800 |
| Mar 2012 | $102.7M | $102.7M | $0 | 11 | 2,800 |
| Jun 2011 | $100.5M | $100.5M | $0 | -- | -- |
| Mar 2011 | $100.5M | $100.5M | $0 | -- | -- |
| Mar 2009 | $45.3M | $45.3M | $0 | 10 | -- |
| Dec 2007 | $72M | $72M | $0 | 10 | -- |
| Mar 2007 | $72M | $72M | $0 | 10 | -- |
| Mar 2006 | $53M | $53M | $0 | 10 | -- |
DateJun 2025
Total AUM$730.2M
Discretionary$730.2M
Non-Disc.$0
Employees50
Clients0
DateApr 2025
Total AUM$730.2M
Discretionary$730.2M
Non-Disc.$0
Employees50
Clients0
DateMar 2025
Total AUM$730.2M
Discretionary$730.2M
Non-Disc.$0
Employees50
Clients0
DateApr 2024
Total AUM$640.9M
Discretionary$640.9M
Non-Disc.$0
Employees50
Clients0
DateMar 2024
Total AUM$640.9M
Discretionary$640.9M
Non-Disc.$0
Employees50
Clients0
DateFeb 2024
Total AUM$545.6M
Discretionary$545.6M
Non-Disc.$0
Employees50
Clients0
DateSep 2023
Total AUM$545.6M
Discretionary$545.6M
Non-Disc.$0
Employees50
Clients0
DateJul 2023
Total AUM$545.6M
Discretionary$545.6M
Non-Disc.$0
Employees50
Clients0
DateMar 2023
Total AUM$545.6M
Discretionary$545.6M
Non-Disc.$0
Employees50
Clients0
DateSep 2022
Total AUM$561.1M
Discretionary$561.1M
Non-Disc.$0
Employees50
Clients0
DateAug 2022
Total AUM$561.1M
Discretionary$561.1M
Non-Disc.$0
Employees50
Clients0
DateAug 2022
Total AUM$561.1M
Discretionary$561.1M
Non-Disc.$0
Employees50
Clients0
DateMar 2022
Total AUM$561.1M
Discretionary$561.1M
Non-Disc.$0
Employees50
Clients0
DateMar 2021
Total AUM$435.1M
Discretionary$435.1M
Non-Disc.$0
Employees50
Clients0
DateDec 2020
Total AUM$366.7M
Discretionary$366.7M
Non-Disc.$0
Employees50
Clients0
DateNov 2020
Total AUM$366.7M
Discretionary$366.7M
Non-Disc.$0
Employees50
Clients0
DateNov 2020
Total AUM$366.7M
Discretionary$366.7M
Non-Disc.$0
Employees50
Clients0
DateSep 2020
Total AUM$366.7M
Discretionary$366.7M
Non-Disc.$0
Employees50
Clients0
DateJun 2020
Total AUM$366.7M
Discretionary$366.7M
Non-Disc.$0
Employees50
Clients0
DateMar 2020
Total AUM$366.7M
Discretionary$366.7M
Non-Disc.$0
Employees50
Clients0
DateMar 2019
Total AUM$302.4M
Discretionary$302.4M
Non-Disc.$0
Employees50
Clients0
DateMar 2018
Total AUM$322.3M
Discretionary$322.3M
Non-Disc.$0
Employees50
Clients0
DateMar 2018
Total AUM$322.3M
Discretionary$322.3M
Non-Disc.$0
Employees50
Clients0
DateMar 2018
Total AUM$322.3M
Discretionary$322.3M
Non-Disc.$0
Employees50
Clients0
DateApr 2017
Total AUM$297M
Discretionary$297M
Non-Disc.$0
Employees45
Clients3,400
DateMar 2017
Total AUM$297M
Discretionary$297M
Non-Disc.$0
Employees45
Clients3,400
DateMar 2016
Total AUM$227.4M
Discretionary$227.4M
Non-Disc.$0
Employees45
Clients2,800
DateMar 2015
Total AUM$215.1M
Discretionary$215.1M
Non-Disc.$0
Employees45
Clients2,800
DateMar 2014
Total AUM$205.8M
Discretionary$205.8M
Non-Disc.$0
Employees42
Clients2,800
DateMar 2013
Total AUM$133.9M
Discretionary$133.9M
Non-Disc.$0
Employees40
Clients2,800
DateApr 2012
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees11
Clients2,800
DateMar 2012
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees11
Clients2,800
DateJun 2011
Total AUM$100.5M
Discretionary$100.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$100.5M
Discretionary$100.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$45.3M
Discretionary$45.3M
Non-Disc.$0
Employees10
Clients--
DateDec 2007
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$53M
Discretionary$53M
Non-Disc.$0
Employees10
Clients--