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Millennial Wealth

EST. AUM
$278,715,447

CONTACTS
2

CLIENT ACCOUNTS
229

Firm Details

Metro area Seattle
CRD Number 289970
Website millennialwealthllc.com
Client types

Overview

Millennial Wealth, LLC is a fee-only financial planning firm based in Seattle, WA, specializing in serving professionals in the technology sector. The firm emphasizes a fiduciary approach, ensuring that it acts in the best interest of its clients without selling financial products. Millennial Wealth focuses on creating dynamic financial plans that align with clients' current and future goals, providing education throughout the process to foster understanding and trust. The firm also offers investment management services, utilizing a rules-based approach to portfolio alignment. Clients have access to their financial plans and investments through mobile and web applications, promoting transparency and ease of access.

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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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