# Milieu Personal Finance LLC

> Milieu Personal Finance LLC 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 March 25, 2026.

- CRD: 331723
- Filed as: MILIEU PERSONAL FINANCE LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331723
- AdvisorCensus page: https://advisorcensus.com/firm/milieu-personal-finance-llc-331723

## Quick answers

**How is Milieu Personal Finance LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Milieu Personal Finance LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Milieu Personal Finance LLC registered with the SEC or a state?**
Milieu Personal Finance LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331723.

**How much does Milieu Personal Finance LLC manage?**
Milieu Personal Finance LLC reports $386,910 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**Does Milieu Personal Finance LLC 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/331723

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $386,910
- Discretionary: $386,910
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $386,910 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Milieu Personal Finance LLC (CRD 331723): Form ADV filing data as of October 2026.