# Millennium Personal Finance, LLC

> Millennium Personal Finance, LLC is a state-registered investment advisory firm in Ypsilanti, MI, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.

- CRD: 338275
- Filed as: MILLENNIUM PERSONAL FINANCE, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Ypsilanti, MI
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338275
- AdvisorCensus page: https://advisorcensus.com/firm/millennium-personal-finance-llc-ypsilanti-mi-338275

## Quick answers

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

**Where is Millennium Personal Finance, LLC located?**
Millennium Personal Finance, LLC's principal office is in Ypsilanti, MI, according to its Form ADV.

**Is Millennium Personal Finance, LLC registered with the SEC or a state?**
Millennium Personal Finance, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338275.

**How much does Millennium Personal Finance, LLC manage?**
Millennium Personal Finance, LLC reports $484,834 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (100% discretionary).

**What types of clients does Millennium Personal Finance, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5); high net worth individuals (1).

**Does Millennium 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/338275

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $484,834
- Discretionary: $484,834
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $120,996 |
| High net worth individuals | 1 | $363,838 |

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

### Firm details
- Registered since: 2025 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN, MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [millenniumpf.com](https://millenniumpf.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Millennium Personal Finance, LLC (CRD 338275): Form ADV filing data as of October 2026.