Data / Investment advisers / California / Mile Wealth Management
Mile Wealth Management, Irvine, CA: $120 million AUM, SEC registered investment adviser
Mile Wealth Management is an SEC registered investment adviser with its main office in Irvine, California and reports $120 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 288519
- SEC file number
- 801-136137
- SEC status
- Approved, effective April 30, 2026
- Legal name
- Mile Wealth Management LLC
- Main office
- 100 Spectrum Center Drive Suite 900, Irvine, CA 92618
- Phone
- (949) 441-4410
- Website
- milewealth.com
- Regulatory AUM
- $120,121,620 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $120,121,620
- Accounts
- 211
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 34 | $112.8 million |
| Individuals (other than high net worth individuals) | 29 | $7.4 million |
Other advisers in Irvine
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Clearview Wealth Management | Irvine | $178.5 million | Not listed | adviserinfo.sec.gov |
| Shima Capital Management LLC | Irvine | $164.6 million | 3 | adviserinfo.sec.gov |
| Ultra Advisory Group | Irvine | $142.6 million | Not listed | adviserinfo.sec.gov |
| Cooke Wealth Management, LLC | Irvine | $136.9 million | Not listed | adviserinfo.sec.gov |
| Sunstone Advisors, LLC | Irvine | $122.8 million | 8 | adviserinfo.sec.gov |
| Dove Investment Research and Management, Inc. | Irvine | $107.4 million | Not listed | adviserinfo.sec.gov |
| Capital Synergy Partners | Irvine | $102.3 million | Not listed | adviserinfo.sec.gov |
| Sky Vision Wealth Management Corp. | Irvine | $101.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Irvine, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Mile Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.