Data / Investment advisers / Utah / New Millennium Group
New Millennium Group, Sandy, UT: $257 million AUM, SEC registered investment adviser
New Millennium Group is an SEC registered investment adviser with its main office in Sandy, Utah and reports $257 million in regulatory assets under management in its Form ADV filed April 22, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. 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
- 299249
- SEC file number
- 801-120516
- SEC status
- Approved, effective March 15, 2021
- Legal name
- New Millennium Group, LLC
- Main office
- 10050 South State Street, Sandy, UT 84070
- Phone
- (801) 446-9950
- Regulatory AUM
- $257,019,092 in the Form ADV filed April 22, 2026
- Discretionary AUM
- $244,391,356
- Non discretionary AUM
- $12,627,736
- Accounts
- 2,064
- Employees
- 18, of which 12 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 22, 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 |
|---|---|---|
| Individuals (other than high net worth individuals) | 844 | $161.5 million |
| High net worth individuals | 37 | $86.1 million |
| Pension and profit sharing plans | 7 | $6.2 million |
| Corporations or other businesses | 7 | $3.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $257 million | February 26, 2026 |
| December 1, 2025 | $200.6 million | August 15, 2025 |
Other advisers in Utah
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Blue Diamond Capital Investment Advisors | Provo | $301.4 million | 10 | adviserinfo.sec.gov |
| Tencap Wealth Coaching | South Jordan | $285 million | Not listed | adviserinfo.sec.gov |
| Cottonwood Wealth Strategies, LLC | Salt Lake City | $279 million | 4 | adviserinfo.sec.gov |
| Athos Private Wealth LLC | Holladay | $268.5 million | 29 | adviserinfo.sec.gov |
| Decathlon Capital Management II, LLC | Park City | $266.7 million | 5 | adviserinfo.sec.gov |
| Wasatch Investment Fund Manager, LLC | Logan | $254.6 million | 5 | adviserinfo.sec.gov |
| Everspire | Midvale | $247.7 million | Not listed | adviserinfo.sec.gov |
| The Professional Financial Company LLC | Orem | $246.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Utah
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- New Millennium Group 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.