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MCMILL WEALTH INC

UUID299aef6c-6777-5f66-b711-01da558ff250
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:50
Updated2025-10-23 02:23:50

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 129015 129015 1.0
sec_file_number 801-64153 801-64153

Profile

WebsiteHTTPS://RETIREMENTPLANCONSULTANTS.NET/
HQ CityNORFOLK
HQ StateNE
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • MCMILL CPA AND ADVISORS adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)730,154,643.0
  • RAUM (discretionary)730,154,643.0
  • Actionable assets571,913,806.0
  • Accounts4,118.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM90,565,101.0
  • Charitable AUM56,000,456.0
  • HNW AUM413,729,247.0

As of 2025-06-05 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.