MILLS WEALTH ADVISORS, LLC
CRD #159251 SEC #801-110251 SOUTHLAKE, TX 817-416-7300
SEC Registered Private Funds
Total AUM
$440.1M
Discretionary
$402M
Employees
6
Clients
251
Accounts
1,691
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $440.1M | $402M | $38M | 6 | 0 |
| Jun 2025 | $440.1M | $402M | $38M | 6 | 0 |
| Mar 2025 | $440.1M | $402M | $38M | 6 | 0 |
| Mar 2025 | $440.1M | $402M | $38M | 6 | 0 |
| Jan 2025 | $346.2M | $313M | $33.3M | 6 | 0 |
| Mar 2024 | $346.2M | $313M | $33.3M | 6 | 0 |
| Jan 2024 | $287.6M | $254.6M | $33M | 7 | 0 |
| Mar 2023 | $287.6M | $254.6M | $33M | 7 | 0 |
| Dec 2022 | $292.8M | $260.8M | $32M | 5 | 0 |
| Aug 2022 | $292.8M | $260.8M | $32M | 5 | 0 |
| Mar 2022 | $292.8M | $260.8M | $32M | 5 | 0 |
| Mar 2021 | $221.7M | $192.8M | $29M | 5 | 2 |
| Jun 2020 | $229.2M | $203.3M | $25.9M | 3 | 0 |
| Mar 2020 | $229.2M | $203.3M | $25.9M | 3 | 0 |
| Mar 2020 | $229.2M | $203.3M | $25.9M | 3 | 0 |
| Jan 2020 | $164M | $132.9M | $31.1M | 4 | 0 |
| Apr 2019 | $164M | $132.9M | $31.1M | 4 | 0 |
| Apr 2019 | $164M | $132.9M | $31.1M | 4 | 0 |
| Mar 2019 | $164M | $132.9M | $31.1M | 4 | 0 |
| Jan 2019 | $138.7M | $122.9M | $15.8M | 6 | 0 |
| May 2018 | $138.7M | $122.9M | $15.8M | 6 | 0 |
| Mar 2018 | $138.7M | $122.9M | $15.8M | 3 | 0 |
| Aug 2017 | $114.9M | $103.8M | $11M | 4 | 190 |
| Apr 2017 | $114.9M | $103.8M | $11M | 4 | 190 |
| Apr 2017 | $114.9M | $103.8M | $11M | 4 | 190 |
| Mar 2017 | $114.9M | $103.8M | $11M | 4 | 190 |
DateAug 2025
Total AUM$440.1M
Discretionary$402M
Non-Disc.$38M
Employees6
Clients0
DateJun 2025
Total AUM$440.1M
Discretionary$402M
Non-Disc.$38M
Employees6
Clients0
DateMar 2025
Total AUM$440.1M
Discretionary$402M
Non-Disc.$38M
Employees6
Clients0
DateMar 2025
Total AUM$440.1M
Discretionary$402M
Non-Disc.$38M
Employees6
Clients0
DateJan 2025
Total AUM$346.2M
Discretionary$313M
Non-Disc.$33.3M
Employees6
Clients0
DateMar 2024
Total AUM$346.2M
Discretionary$313M
Non-Disc.$33.3M
Employees6
Clients0
DateJan 2024
Total AUM$287.6M
Discretionary$254.6M
Non-Disc.$33M
Employees7
Clients0
DateMar 2023
Total AUM$287.6M
Discretionary$254.6M
Non-Disc.$33M
Employees7
Clients0
DateDec 2022
Total AUM$292.8M
Discretionary$260.8M
Non-Disc.$32M
Employees5
Clients0
DateAug 2022
Total AUM$292.8M
Discretionary$260.8M
Non-Disc.$32M
Employees5
Clients0
DateMar 2022
Total AUM$292.8M
Discretionary$260.8M
Non-Disc.$32M
Employees5
Clients0
DateMar 2021
Total AUM$221.7M
Discretionary$192.8M
Non-Disc.$29M
Employees5
Clients2
DateJun 2020
Total AUM$229.2M
Discretionary$203.3M
Non-Disc.$25.9M
Employees3
Clients0
DateMar 2020
Total AUM$229.2M
Discretionary$203.3M
Non-Disc.$25.9M
Employees3
Clients0
DateMar 2020
Total AUM$229.2M
Discretionary$203.3M
Non-Disc.$25.9M
Employees3
Clients0
DateJan 2020
Total AUM$164M
Discretionary$132.9M
Non-Disc.$31.1M
Employees4
Clients0
DateApr 2019
Total AUM$164M
Discretionary$132.9M
Non-Disc.$31.1M
Employees4
Clients0
DateApr 2019
Total AUM$164M
Discretionary$132.9M
Non-Disc.$31.1M
Employees4
Clients0
DateMar 2019
Total AUM$164M
Discretionary$132.9M
Non-Disc.$31.1M
Employees4
Clients0
DateJan 2019
Total AUM$138.7M
Discretionary$122.9M
Non-Disc.$15.8M
Employees6
Clients0
DateMay 2018
Total AUM$138.7M
Discretionary$122.9M
Non-Disc.$15.8M
Employees6
Clients0
DateMar 2018
Total AUM$138.7M
Discretionary$122.9M
Non-Disc.$15.8M
Employees3
Clients0
DateAug 2017
Total AUM$114.9M
Discretionary$103.8M
Non-Disc.$11M
Employees4
Clients190
DateApr 2017
Total AUM$114.9M
Discretionary$103.8M
Non-Disc.$11M
Employees4
Clients190
DateApr 2017
Total AUM$114.9M
Discretionary$103.8M
Non-Disc.$11M
Employees4
Clients190
DateMar 2017
Total AUM$114.9M
Discretionary$103.8M
Non-Disc.$11M
Employees4
Clients190