{"url":"https://nivawealth.com/firms/new-millennium-group-299249","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/299249","regulatoryAum":257019092,"crd":"299249","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8220537","suffix":null,"lastName":"Adams","firstName":"Remington","middleName":"Patrick"},{"crd":"7316232","suffix":null,"lastName":"ELLIOTT","firstName":"LIAM","middleName":"DOWNING 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Millennium Group, LLC","displayName":"New Millennium Group","slug":"new-millennium-group-299249","website":"https://yournewmillenniumgroup.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/299249/d858a6a3cf244816-r1.webp","tone":"light","width":1275,"height":200,"sourceUrl":"https://www.yournewmillenniumgroup.com/","sourceLabel":"NEW Millennium Group, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/new-millennium-group-inc-/","xUrl":"https://twitter.com/NewMillenniumUt","founded":null,"organization":"Utah limited liability company","fiscalYearEnd":"December","headquarters":{"street":"10050 South State Street","city":"Sandy","state":"UT","stateName":"Utah","country":"United States","postalCode":"84070"},"tradeNames":[],"registration":{"secApproved":"15 March 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":281121.53575482406,"staff":{"employees":18,"advisory":12,"brokerDealerReps":0,"insuranceAgents":11,"promoters":0},"aum":{"regulatory":257019092,"discretionary":244391356,"discretionaryAccounts":2037,"nonDiscretionary":12627736,"nonDiscretionaryAccounts":27,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":844,"regulatoryAum":161540249},{"label":"High-net-worth individuals","clients":37,"regulatoryAum":86127824},{"label":"Pension and profit-sharing plans","clients":7,"regulatoryAum":6213221},{"label":"Corporations and other businesses","clients":7,"regulatoryAum":3137798}],"feePrograms":[{"role":"main","program":"Investment management fees","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012521","versionId":1012521,"ratePeriod":"not_stated","fee_billing":"arrears","submittedOn":"2026-02-26","documentName":"2A BROCHURE","fee_rate_low":null,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Consulting","summary":"Limited-scope consulting is negotiated at $1,000 to $10,000 per project and billed as services are rendered.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012521","versionId":1012521,"submittedOn":"2026-02-26","documentName":"2A BROCHURE"},{"role":"other","program":"Estate planning","summary":"Estate planning through wealth.com is a separate flat, one-time fee that will not exceed $1,500 per household.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012521","versionId":1012521,"submittedOn":"2026-02-26","documentName":"2A BROCHURE"},{"role":"other","program":"Retirement plan advisory","summary":"Retirement plan advisory fees are negotiated with the plan sponsor, do not exceed 1.00% annually, and are typically billed monthly.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012521","versionId":1012521,"submittedOn":"2026-02-26","documentName":"2A BROCHURE"},{"role":"other","program":"Stand-alone financial planning","summary":"Financial planning for clients who do not use the firm for investment management is a fixed fee of $1,000 to $10,000, agreed in advance.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012521","versionId":1012521,"submittedOn":"2026-02-26","documentName":"2A BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T16:12:11.947+00:00","documents":[{"name":"2A BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012521","versionId":1012521,"submittedOn":"2026-02-26"}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":257019093}],"custodyNote":"New Millennium Group has custody of $8.35M in client assets for 775 clients.","leadership":[{"name":"Tyler Glazier","title":"CCO","crd":"6905948"}],"ownership":[{"label":"M.S.H. Enterprises I, LLC","detail":"Managing member in the 50% to 75% ownership band and a control person, since December 2023."},{"label":"Firenze Investment Group, LLC","detail":"Managing member in the 25% to 50% ownership band and a control person, since December 2023."},{"label":"Tyler Glazier","detail":"Indirect owner: a managing member of M.S.H. Enterprises I, LLC in the 25% to 50% band and a control person, since November 2023.","parent":"M.S.H. Enterprises I, LLC"},{"label":"Suburban Ventures LLC","detail":"Indirect owner: a managing member of M.S.H. Enterprises I, LLC in the 50% to 75% band and a control person, since November 2023.","parent":"M.S.H. Enterprises I, LLC"},{"label":"Derek Overstreet","detail":"Indirect owner: a managing member of Firenze Investment Group, LLC in the 75% or more band and a control person, since November 2023.","parent":"Firenze Investment Group, LLC"},{"label":"Collyn Kirry","detail":"Indirect owner: a managing member of Suburban Ventures LLC in the 75% or more band and a control person, since November 2023.","parent":"Suburban Ventures LLC"}],"filedOffices":{"otherThanPrincipal":3,"privateResidences":0},"listedOfficeAddresses":4,"foreignOffices":[],"officesByState":[{"state":"Utah","offices":3,"addresses":[{"street":"10050 South State Street","city":"Sandy","headquarters":true},{"street":"20th North Main Street","city":"St. George"},{"street":"1436 South Legend Hills Drive","city":"Clearfield"}]},{"state":"Washington","offices":1,"addresses":[{"street":"5915 S. Regal Street","city":"Spokane"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"801-446-9950","stateRegisteredReps":12,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)","Other"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":72},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":21},{"label":"Cash and cash equivalents","percent":6}],"privateFunds":0},"sources":{"adv1FilingDate":"22 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/299249/PDF/299249.pdf","brochureDate":"26 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012521","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does New Millennium Group have?","answer":"New Millennium Group has 895 clients and manages $257 million for them, as of April 2026. They include 844 individual clients, 37 high-net-worth individuals, and 7 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 22 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does New Millennium Group offer?","answer":"New Millennium Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does New Millennium Group charge?","answer":"New Millennium Group charges up to 1.50% for its Investment management fees. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable.","source":"2A BROCHURE, filed 26 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does New Millennium Group use?","answer":"New Millennium Group’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $257M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does New Millennium Group have?","answer":"New Millennium Group has 12 investment adviser representatives registered with state securities authorities, out of 18 employees, and 12 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 11 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does New Millennium Group invest in?","answer":"At the end of its last fiscal year, New Millennium Group’s separately managed accounts held 72% exchange-traded equities, 21% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns New Millennium Group?","answer":"New Millennium Group is owned through a chain of holding companies by Tyler Glazier, Derek Overstreet and Collyn Kirry. Its direct owners are M.S.H. Enterprises I, LLC (50% to 75%) and Firenze Investment Group, LLC (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 22 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does New Millennium Group get paid?","answer":"New Millennium Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is New Millennium Group registered with the SEC?","answer":"Yes, New Millennium Group has been registered with the SEC as an investment adviser since 15 March 2021. Its CRD number is 299249 and its SEC file number is 801-120516.","source":"Form ADV Part 1A, Item 1, filed 22 April 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact New Millennium Group?","answer":"New Millennium Group’s main office is at 10050 South State Street, Sandy, UT 84070. Its phone number is 801-446-9950. Its website is yournewmillenniumgroup.com.","source":"Form ADV Part 1A, Item 1.F, filed 22 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}