Mills Wealth Advisors

Asset Manager SEC-registered adviser

Legal name: Mills Wealth Advisors, LLC

Southlake, TX Website LinkedIn X

AUM

$548.7M
Regulatory AUM

Private funds

2
Private Equity 1 · Securitized Asset 1

Private fund assets

$76K
Gross asset value

Employees

8

Last Form D raise

—

From SEC Form ADV filing (filed Mar 25, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

M
President/Chief Compliance Officer

Funds(2)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Mills Equity Fund II, LPPrivate Equity$76K———
Ls Mwa Loan 2Securitized Asset————

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
159251
SEC file number
801-110251

Sources