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Millares Asset Management, LLC

EST. AUM
$236,174,233

CONTACTS

CLIENT ACCOUNTS
154

Firm Details

Metro area Miami
CRD Number 144620
Website millaresam.net
Client types

Overview

Millares Asset Management, LLC is a multi-generational independent Registered Investment Advisor providing integrated private wealth management and tax advisory architecture. In a definitive corporate transaction completed on June 1, 2026, the firm was formally acquired by Arax Advisory Partners, a national wealth management platform dually backed by private equity firm RedBird Capital Partners. The firm provides fee-only, evidence-based asset allocations derived from quantitative academic research—specifically the Efficient Markets Hypothesis and Modern Portfolio Theory—to high-net-worth families, local businesses, and endowments.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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