# 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.

- CRD: 162222
- Filed as: WILKINS MILLER WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mobile, AL
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/162222
- AdvisorCensus page: https://advisorcensus.com/firm/wilkins-miller-wealth-management-llc-mobile-al-162222

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Account minimum: $100,000

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Ascensus Trust
- 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: $257,491,633
- Discretionary: $257,491,633
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 99 | $24,617,408 |
| High net worth individuals | 79 | $187,697,413 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 16 | $45,114,758 |
| Charitable organizations | 1 | $62,054 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, GA, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Fairhope, AL

### Websites listed on Form ADV (Item 1.I)
- [wmwealthmgt.com](https://wmwealthmgt.com)
- Facebook @wmwealthmgt
- X @WMwealthmgt

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $140,305,482 | 5 | May 24, 2022 |
| October 2023 | $157,046,987 | 3 | January 30, 2023 |
| October 2024 | $183,972,282 | 3 | February 1, 2024 |
| October 2025 | $220,080,000 | 3 | February 12, 2025 |
| October 2026 | $257,491,633 | 3 | March 25, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wilkins Miller Wealth Management, LLC (CRD 162222): Form ADV filing data as of October 2026.