Wilkins Miller Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, estate planning, and tax planning. Financial planning was provided to 11–25 clients last fiscal year.
Wilkins Miller Wealth Management reports 195 clients. They include 99 individual clients, 79 high-net-worth individuals, and 16 pension and profit-sharing plans. Of its assets, 100.0% ($257M across 478 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 51% | 10% |
| High-net-worth individuals | 41% | 73% |
| Pension and profit-sharing plans | 8% | 18% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 99 | $24.6M | 9.6% | $249K |
| High-net-worth individuals | 79 | $188M | 72.9% | $2.38M |
| Pension and profit-sharing plans | 16 | $45.1M | 17.5% | $2.82M |
| Charitable organizations | 1 | $62.1K | 0.0% | $62.1K |
| Total | 195 | $257M | 100% | $1.32M |
- Clients
- 99
- Regulatory AUM
- $24.6M
- AUM share
- 9.6%
- Avg. per client
- $249K
- Clients
- 79
- Regulatory AUM
- $188M
- AUM share
- 72.9%
- Avg. per client
- $2.38M
- Clients
- 16
- Regulatory AUM
- $45.1M
- AUM share
- 17.5%
- Avg. per client
- $2.82M
- Clients
- 1
- Regulatory AUM
- $62.1K
- AUM share
- 0.0%
- Avg. per client
- $62.1K
Total
- Clients
- 195
- Regulatory AUM
- $257M
- AUM share
- 100%
- Avg. per client
- $1.32M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Wilkins Miller Wealth Management charges 0.75%–1.50% a year for its Asset Management Services. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial planning is a fixed fee of $500 to $25,000, negotiable, with half due on signing and the balance at presentation of the plan.
- Retirement plan consulting
- Plan consulting is a percentage of plan assets from 1.50% down to 0.75% by tier, or a fixed fee up to $25,000, negotiable and billed quarterly in advance.
The leadership team of Wilkins Miller Wealth Management includes Chief Compliance Officer Greg Bowen. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 1 state-registered rep
- 1 broker-dealer rep
- 1 insurance agent
- Owns 10% to 25% of Wilkins Miller Wealth Management, LLC
Wayne Carroll
since November 2008
- Owns 10% to 25% of Wilkins Miller Wealth Management, LLC
John Jeffries
since November 2008
- Owns 10% to 25% of Wilkins Miller Wealth Management, LLC
Michael Kintz
since November 2008
- Owns 10% to 25% of Wilkins Miller Wealth Management, LLC
Scott Browning
since January 2021
- Owns 10% to 25% of Wilkins Miller Wealth Management, LLC
Stacy Cummings
since January 2021
- Owns 10% to 25% of Wilkins Miller Wealth Management, LLC
Erin Jones
since January 2021
Wilkins Miller Wealth Management’s regulatory assets grew 1.8× from $140M (May 2022) to $257M (March 2026); clients rose from 144 to 195 and employees fell from 5 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $257M | 195 | 3 | 2 |
| Feb 2025February 2025 | $220M | 350 | 3 | 2 |
| Feb 2024February 2024 | $184M | 198 | 3 | 2 |
| Jan 2023January 2023 | $157M | 186 | 3 | 2 |
| May 2022May 2022 | $140M | 144 | 5 | 2 |
Besides its headquarters, Wilkins Miller Wealth Management has 1 office, with 2 listed addresses in 1 state.
Alabama · 2 listed addresses
- 41 West Interstate 65, Service Road North, Suite 400, MobileHQ
- 56 South Section Street, Fairhope
Contact and registration details
- Legal name
- Wilkins Miller Wealth Management, LLC
- Headquarters
- 41 West Interstate 65, Service Road North, Suite 400, Mobile, AL 36608
- Website
- Not reported
- Phone
- 251-410-6700
- SEC file
- 801-125952
- Founded
- 2008
- Structure
- Alabama LLC
- Fiscal year end
- December
Wilkins Miller Wealth Management’s named custodians for separately managed accounts are Charles Schwab ($215M, 85%) and Ascensus Trust ($37.5M, 15%). Wilkins Miller Wealth Management has custody of $257M for 195 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $215M85%
- Ascensus TrustAscensus Trust · Fargo, ND · $37.5M15%
At year end, Wilkins Miller Wealth Management’s separately managed accounts were mostly in funds (80%) and stocks (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $182M across 95 positions; the largest are Schwab Strategic TR (9.6%), Schwab Strategic TR (5.6%) and iShares TR (4.5%).
What the accounts hold
- Stocks10%
- Funds80%
- Bonds7%
- U.S. government and agency bonds3%
- Investment grade corporate bonds3%
- State and local bonds1%
- Cash1%
- Other2%
- Fdic certificates of deposit2%
How many clients does Wilkins Miller Wealth Management have?
Wilkins Miller Wealth Management has 195 clients and manages $257 million for them, as of March 2026. They include 99 individual clients, 79 high-net-worth individuals, and 16 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Wilkins Miller Wealth Management offer?
Wilkins Miller Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, estate planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Wilkins Miller Wealth Management charge?
Wilkins Miller Wealth Management charges 0.75%–1.50% a year for its Asset Management Services. The fee is billed in advance and is negotiable.
Source: WM WEALTH MANAGEMENT FORM ADV PART 2A BROCHURE, filed 25 March 2026
Which custodians does Wilkins Miller Wealth Management use?
Wilkins Miller Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $215M and Ascensus Trust (Fargo, ND), with $37.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Wilkins Miller Wealth Management have?
Wilkins Miller Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wilkins Miller Wealth Management invest in?
At the end of its last fiscal year, Wilkins Miller Wealth Management’s separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 3% U.S. government and agency bonds, 3% investment grade corporate bonds, 2% other, 1% state and local bonds and 1% cash and equivalents. The 2% other category is described as: Fdic Certificates of Deposit.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wilkins Miller Wealth Management?
Wilkins Miller Wealth Management’s direct owners are Wayne Carroll, John Jeffries, Michael Kintz, Scott Browning, Stacy Cummings and Erin Jones, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Wilkins Miller Wealth Management get paid?
Wilkins Miller Wealth Management is paid through a percentage of assets under management 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
How do I contact Wilkins Miller Wealth Management?
Wilkins Miller Wealth Management’s main office is at 41 West Interstate 65, Service Road North, Suite 400, Mobile, AL 36608. Its phone number is 251-410-6700.