$12MM AUM | $190,000 Rev in
Millennial Wealth Management is a fee-only RIA based out of the Denver/ Boulder, CO area serving clients locally and nationally on a virtual basis. We offer comprehensive financial planning under our monthly subscription model, hourly planning, and investment management. Our target market is high-income millennial accumulators. Our revenue is split fairly evenly between our financial planning fees and our investment management (AUM) fees. We are looking to buy or merge with firms that are focused on the same client demographic as well as those firms that haven't figured out how to reach the next generation of clients.