Ajoke Helen Esomo

Mills Wealth Advisors, LLC

2 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth

Mills Wealth Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

412 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$440.1M

Fee Structure

Minimum Investment:$500K

Location

1207 S. White Chapel Blvd, Suite 150, Southlake, TX, 76092

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Mills Wealth Advisors, LLC

November 2023 - Present · 2 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.