Millennial Wealth Advisors, LLC

EST. AUM
$146,048,654

CONTACTS

CLIENT ACCOUNTS
49

Firm Details

Metro area Chicago
CRD Number 174201
Website millennialwealthadvisors.com
Client types

Overview

Millennial Wealth Advisors, LLC is an independent, privately owned multi-family office and exempt reporting adviser founded in Chicago in 2015 by Managing Partner Charlie Heekin. Now headquartered in Delray Beach, Florida, while maintaining a significant presence in Chicago, the firm provides specialized wealth consulting, financial planning, and advanced tax optimization services for high-net-worth individuals under 40, including technology executives, entrepreneurs, and digital asset investors. Operating under a fiduciary framework and utilizing a fee-only compensation model, the firm aligns its interests closely with those of its clients. Its investment philosophy emphasizes downside risk management and customized portfolio construction, incorporating a blend of liquid investments, private market opportunities, and real estate assets tailored to each client’s long-term objectives.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Millennial Wealth Advisors, LLC

Platform Details

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