# Millennial Wealth

> Millennial Wealth is an SEC-registered investment advisory firm in Fall City, WA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 31, 2026.

- CRD: 289970
- Filed as: MILLENNIAL WEALTH
- Legal name: Millennial Wealth LLC
- Also doing business as: IGNITE FINANCIAL PLANNING
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fall City, WA
- Filing period: October 2026
- Form ADV filing dated: August 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289970
- AdvisorCensus page: https://advisorcensus.com/firm/millennial-wealth-fall-city-wa-289970

## Quick answers

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

**What does Millennial Wealth's brochure say about its fees?**
Its Form ADV Part 2A brochure dated August 31, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Millennial Wealth located?**
Millennial Wealth's principal office is in Fall City, WA, according to its Form ADV.

**Is Millennial Wealth registered with the SEC or a state?**
Millennial Wealth is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 289970.

**How much does Millennial Wealth manage?**
Millennial Wealth reports $278,715,447 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (100% discretionary).

**How have Millennial Wealth's assets and staff changed since 2024?**
In the Form ADV data for Millennial Wealth: Regulatory assets under management: $145,568,813 in the October 2024 data and $278,715,447 in the October 2026 data, up 91%. Total employees: 4 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Millennial Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (127); high net worth individuals (102).

**Which custodians does Millennial Wealth use?**
Millennial Wealth'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 Millennial Wealth 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/289970

**What changed in Millennial Wealth's recent Form ADV filings?**
In the July 2026 filing data: Employees performing advisory functions went from 3 to 4. Registered or notice-filed in TN.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated August 31, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> MW charges an annual management fee of up to 1.50%. The fee is negotiable, and the exact fee paid by you will be stated in the signed Advisory Contract.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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: $278,715,447
- Discretionary: $278,715,447
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 127 | $52,786,799 |
| High net worth individuals | 102 | $225,928,648 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY, OR, PA, TN, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ignitefinancialplanning.com
- millennialwealthllc.com
- subscribepage.com/ignite
- Facebook @MILLENNIALWLTH
- Instagram @millennialwlth
- LinkedIn @MILLENNIAL-WEALTH
- LinkedIn @ignite-fp
- X @MILLLENNIALWLTH
- YouTube @millennialwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $145,568,813 | 4 | September 26, 2024 |
| October 2025 | $203,665,479 | 6 | July 29, 2025 |
| October 2026 | $278,715,447 | 6 | August 31, 2026 |

Regulatory assets under management: $145,568,813 in the October 2024 data and $278,715,447 in the October 2026 data, up 91%.
Total employees: 4 in October 2024 and 6 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Employees performing advisory functions went from 3 to 4.
- Registered or notice-filed in TN.

### February 2026
- Regulatory assets under management went from $203,665,479 to $278,715,447 (+37%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Millennial Wealth (CRD 289970): Form ADV filing data as of October 2026.