# Mikel Wealth Management

> Mikel Wealth Management is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 26, 2026.

- CRD: 331825
- Filed as: MIKEL WEALTH MANAGEMENT
- Legal name: Mikel Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: January 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331825
- AdvisorCensus page: https://advisorcensus.com/firm/mikel-wealth-management-331825

## Quick answers

**How is Mikel Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Mikel Wealth Management reports these compensation arrangements: a percentage of assets under its management; other.

**Is Mikel Wealth Management registered with the SEC or a state?**
Mikel Wealth Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331825.

**How much does Mikel Wealth Management manage?**
Mikel Wealth Management reports $22,900,000 in regulatory assets under management in its Form ADV filing dated January 26, 2026 (1% discretionary).

**What types of clients does Mikel Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (96); high net worth individuals (2).

**Does Mikel Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/331825

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $22,900,000
- Discretionary: $200,000
- Non-discretionary: $22,700,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 96 | $22,700,000 |
| High net worth individuals | 2 | $200,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mikelwealthmanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mikel Wealth Management (CRD 331825): Form ADV filing data as of October 2026.