# Millenia Financial Partners, LLC

> Millenia Financial Partners, LLC is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 110832
- Filed as: MILLENIA FINANCIAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110832
- AdvisorCensus page: https://advisorcensus.com/firm/millenia-financial-partners-llc-110832

## Quick answers

**How is Millenia Financial Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Millenia Financial Partners, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Millenia Financial Partners, LLC registered with the SEC or a state?**
Millenia Financial Partners, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 110832.

**How much does Millenia Financial Partners, LLC manage?**
Millenia Financial Partners, LLC reports $127,369,000 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

**How have Millenia Financial Partners, LLC's assets and staff changed since 2025?**
In the Form ADV data for Millenia Financial Partners, LLC: Regulatory assets under management: $115,822,000 in the October 2025 data and $127,369,000 in the October 2026 data, up 10%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Millenia Financial Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (33); individuals (other than high net worth individuals) (19).

**Which custodians does Millenia Financial Partners, LLC use?**
Millenia Financial Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Morgan Stanley & Co. LLC as custodians holding 10% or more of its separately managed account assets.

**Does Millenia Financial Partners, LLC 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/110832

## From the Form ADV filing

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

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

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: $127,369,000
- Discretionary: $127,369,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $6,009,000 |
| High net worth individuals | 33 | $121,360,000 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ, NY, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $115,822,000 | 1 | June 30, 2025 |
| October 2026 | $127,369,000 | 1 | February 25, 2026 |

Regulatory assets under management: $115,822,000 in the October 2025 data and $127,369,000 in the October 2026 data, up 10%.
Total employees: 1 in October 2025 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Millenia Financial Partners, LLC (CRD 110832): Form ADV filing data as of October 2026.