MILLS WEALTH ADVISORS, LLC
SEC RegisteredInvest Wisely, Live Confidently.
About the firm
Since 1999, Mills Wealth Advisors has proudly served the Southlake, Texas and Dallas-Fort Worth area as a trusted Registered Investment Advisor. As an independent, multi-advisor firm, they offer a comprehensive range of services including financial planning, investment management, and guidance on specific financial issues. The firm is veteran-owned and operated, with a team of CFP®s and CPAs with 56 years of combined experience.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, exit planning, retirement planning, tax planning, and employer retirement plans. The firm also provides financial planning, investment management, and guidance on specific financial issues through a personalized Financial Clarity Process.
Who they serve
Busy business owners, families, individuals with complex financial lives, and businesses in the Southlake, Texas and Dallas-Fort Worth area and around the country.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 275 | $73M |
| High Net Worth Individuals | 171 | $421M |
| Pension/Profit Sharing Plans | 2 | $76k |
| Charitable Organizations | 16 | $48M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MILLS WEALTH ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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