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MILLENNIAL ADVISERS, LLC.
CRD 170847File 801-118627
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$339.4M
Below cohort median (national)
Discretionary AUM
$339.4M
Clients
363
449 accounts
Employees
14
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 1, 2020
- Principal office
- THREE WORLD FINANCIAL, 200 VESEY STREET 24TH FLOOR, NEW YORK, NY, 10281
- Phone
- 646-532-2400
- Website
- HTTP://WWW.OURADVISERS.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $339.4M
- Discretionary AUM
- $339.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 449
- Non-discretionary accounts
- 0
- Total accounts
- 449
- AUM per client
- $935K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 18 | $34.6M |
| Pooled investment vehicles | 20 | $251.3M |
| Individuals (other than high net worth individuals) | 325 | $53.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11D1
- Q11D4
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 13 | 14 | increased by1 |
| Apr 1, 2026 | Clients | 297 | 363 | increased by66 |
| Apr 1, 2026 | AUM | $58,664,613 | $339,355,692 | increased by$280,691,079 |
| Apr 1, 2026 | Accounts | 380 | 449 | increased by69 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 13 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 198 | 297 | increased by99 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $40,524,453 | $58,664,613 | increased by$18,140,160 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 262 | 380 | increased by118 |
| Aug 1, 2022 | Employees | 14 | 16 | increased by2 |
| Aug 1, 2022 | Custody | No | Yes | |
| Aug 1, 2022 | Clients | 185 | 198 | increased by13 |
| Apr 1, 2022 | Employees | 16 | 14 | decreased by2 |
| Apr 1, 2022 | Clients | 247 | 185 | decreased by62 |
| Apr 1, 2022 | AUM | $36,501,136 | $40,524,453 | increased by$4,023,317 |
| Apr 1, 2022 | Accounts | 247 | 262 | increased by15 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MILLENNIAL ADVISERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MILLENNIAL ADVISERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.