Wilkins Miller Wealth Management, Llc
- Regulatory AUM
- $257M
- Discretionary
- $257M
- Clients
- 195
- Avg AUM / client
- $1.3M
- Accounts
- 478
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 99 | $24.6M | 9.56% |
| High net worth individuals | 79 | $188M | 72.9% |
| Pension and profit sharing plans | 16 | $45.1M | 17.5% |
| Charitable organizations | 1 | $62.1K | 0.02% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bessonen, Patricia | Member | Nov 2008 (18y) | 10% – 25% | |
| Carroll, Wayne, Allen | Member | Nov 2008 (18y) | 10% – 25% | |
| Greg Alan Bowen | Chief Compliance Officer | CFP | Nov 2008 (18y) | Less than 5% |
| Jeffries, John | Member | Nov 2008 (18y) | 10% – 25% | |
| Kintz, Michael, John | Member | Nov 2008 (18y) | 10% – 25% | |
| Browning, Scott, L | Member | Jan 2021 (6y) | 10% – 25% | |
| Cummings, Stacy, T. | Member | Jan 2021 (6y) | 10% – 25% | |
| Jones, Erin, S. | Member | Jan 2021 (6y) | 10% – 25% | |
| Dariel Porter Murray | Registered representative | Feb 2025 (1y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 975 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $215M (83% of AUM) Mar 2026
- Ascensus Trust Company $37.5M (15% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗