AdvisorCensus / Financial advisors / Alabama / Mobile / Wilkins Miller Wealth Management, LLC
Wilkins Miller Wealth Management, LLC
Filed as WILKINS MILLER WEALTH MANAGEMENT, LLC
Wilkins Miller Wealth Management, LLC is an SEC-registered investment advisory firm in Mobile, AL, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.
Quick answers
From the filingHow is Wilkins Miller Wealth Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Wilkins Miller Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does Wilkins Miller Wealth Management, LLC charge?
Its Form ADV Part 2A brochure dated March 25, 2026 states: Flat fee: $500 to $25,000 (Financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Wilkins Miller Wealth Management, LLC located?
Wilkins Miller Wealth Management, LLC's principal office is in Mobile, AL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Wilkins Miller Wealth Management, LLC registered with the SEC or a state?
Wilkins Miller Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 162222.
How much does Wilkins Miller Wealth Management, LLC manage?
Wilkins Miller Wealth Management, LLC reports $257,491,633 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).
How have Wilkins Miller Wealth Management, LLC's assets and staff changed since 2022?
In the Form ADV data for Wilkins Miller Wealth Management, LLC: Regulatory assets under management: $140,305,482 in the October 2022 data and $257,491,633 in the October 2026 data, up 84%. Total employees: 5 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Wilkins Miller Wealth Management, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (99); high net worth individuals (79); pension and profit sharing plans (but not the plan participants or government pension plans) (16).
Which custodians does Wilkins Miller Wealth Management, LLC use?
Wilkins Miller Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Ascensus Trust and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.
Does Wilkins Miller Wealth Management, 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/162222
Does Wilkins Miller Wealth Management, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 25, 2026 says: "WM Wealth Management generally requires a minimum amount of assets be deposited to an account for the purpose of obtaining asset management services. This minimum is generally $100,000 in cash or securities."
What changed in Wilkins Miller Wealth Management, LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $220,080,000 to $257,491,633 (+17%). Registered or notice-filed in LA. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $100,000
The brochure's wording
WM Wealth Management generally requires a minimum amount of assets be deposited to an account for the purpose of obtaining asset management services. This minimum is generally $100,000 in cash or securities.
Flat fee: $500 to $25,000 (Financial planning services)
The brochure's wording
Fixed Fee $500 to $25,000 Payable one-half (1/2) upon execution of the advisory agreement with WM Wealth Management and the balance due at the time of presentation of the plan
As stated in the firm's Form ADV Part 2A brochure dated March 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$257,491,633 as of October 2026, filing dated March 25, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $257,491,633 | 3 | March 25, 2026 |
| October 2025 | $220,080,000 | 3 | February 12, 2025 |
| October 2024 | $183,972,282 | 3 | February 1, 2024 |
| October 2023 | $157,046,987 | 3 | January 30, 2023 |
| October 2022 | $140,305,482 | 5 | May 24, 2022 |
Regulatory assets under management: $140,305,482 in the October 2022 data and $257,491,633 in the October 2026 data, up 84%.
Total employees: 5 in October 2022 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $220,080,000 to $257,491,633 (+17%).
- Registered or notice-filed in LA.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Wilkins Miller Wealth Management, LLC (CRD 162222): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/wilkins-miller-wealth-management-llc-mobile-al-162222