# Mile Wealth Management

> Mile Wealth Management is an SEC-registered investment advisory firm in Irvine, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 288519
- Filed as: MILE WEALTH MANAGEMENT
- Legal name: Mile Wealth Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Irvine, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288519
- AdvisorCensus page: https://advisorcensus.com/firm/mile-wealth-management-irvine-ca-288519

## Quick answers

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

**Where is Mile Wealth Management located?**
Mile Wealth Management's principal office is in Irvine, CA, according to its Form ADV.

**Is Mile Wealth Management registered with the SEC or a state?**
Mile Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 288519.

**How much does Mile Wealth Management manage?**
Mile Wealth Management reports $120,121,620 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Mile Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (34); individuals (other than high net worth individuals) (29).

**Which custodians does Mile Wealth Management use?**
Mile Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Mile 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 SEC record: https://adviserinfo.sec.gov/firm/summary/288519

**What changed in Mile Wealth Management's recent Form ADV filings?**
In the May 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $120,121,620
- Discretionary: $120,121,620
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $7,361,995 |
| High net worth individuals | 34 | $112,759,625 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mile Wealth Management (CRD 288519): Form ADV filing data as of October 2026.