Data / Investment advisers / Alabama / Wilkins Miller Wealth Management, LLC
Wilkins Miller Wealth Management, LLC, Mobile, AL: $257 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Wilkins Miller Wealth Management, LLC is an SEC registered investment adviser with its main office in Mobile, Alabama and reports $257 million in regulatory assets under management in its Form ADV filed March 25, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 162222
- SEC file number
- 801-125952
- SEC status
- Approved, effective June 23, 2022
- Main office
- 41 West Interstate 65, Service Road North Suite 400, Mobile, AL 36608
- Phone
- (251) 410-6700
- Regulatory AUM
- $257,491,633 in the Form ADV filed March 25, 2026
- Discretionary AUM
- $257,491,633
- Accounts
- 478
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 25, 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 | 79 | $187.7 million |
| Pension and profit sharing plans | 16 | $45.1 million |
| Individuals (other than high net worth individuals) | 99 | $24.6 million |
| Charitable organizations | 1 | $62,054 |
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 |
|---|---|---|
| April 1, 2026 | $257.5 million | March 25, 2026 |
| December 1, 2025 | $220.1 million | February 12, 2025 |
Other advisers in Alabama
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Trust Advisory Group LTD | Birmingham | $313.5 million | Not listed | adviserinfo.sec.gov |
| Brookline Investments, Inc. | Birmingham | $281.5 million | 7 | adviserinfo.sec.gov |
| Timberchase Financial, LLC | Homewood | $280.2 million | Not listed | adviserinfo.sec.gov |
| Strauss Financial Group | Hoover | $276 million | Not listed | adviserinfo.sec.gov |
| Birmingham Capital Management Co Inc | Birmingham | $273.6 million | Not listed | adviserinfo.sec.gov |
| 6th Street Advisors, LLC | Daphne | $256.5 million | Not listed | adviserinfo.sec.gov |
| Blalock Williams, LLC | Alexander City | $242.6 million | Not listed | adviserinfo.sec.gov |
| New Capital Partners | Birmingham | $232.6 million | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Alabama
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Wilkins Miller Wealth Management, LLC on the SEC's adviser search
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.