SourcingSourcing

WILKINS MILLER WEALTH MANAGEMENT, LLC

C41
CRD 162222·SEC 801-125952·MOBILE, AL
AUM
$257.5M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$772K
@ 30% margin
Est. Deal Value
$6.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WILKINS MILLER WEALTH MANAGEMENT, LLC
CRD
162222
SEC file #
801-125952
EIN
263774145
DBA names
—

Economics

AUM
$257.5M
AUM band
$100M-$500M
AUM trajectory
'23'26
$140.3M → $257.5M▲ +84%
Client mix
Individuals Other99
Individuals High Net Worth79
Pension Profit Sharing Plans16
Charitable Organizations1

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'23'26
4 advisors → 2 advisors▼ -50%
Primary office
MOBILE AL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
facebook.com/wmwealthmgt(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Browning, Scott, L
Top Owner Pct
17.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
Browning, Scott, L
CARROLL, WAYNE, ALLEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:wilkinsmiller.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002057318
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2025-02-24
Edgar Last Filing Date
2026-04-22
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-22
Accession0002057318-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2151
Soi Zip Pct 200k Plus
0.0951
Soi Zip Returns 200k Plus
1,560
Soi Zip Total AGI
1,628,533
Fdic Zip Total Deposits
41,767,916,000
Fdic Zip Branch Count
658
Fdic Zip Top Banks
Regions Bank
Hancock Whitney Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
41 W. I-65 SERVICE RD., N., STE 400MOBILE, AL 36608
Business
41 W. I-65 SERVICE RD., N., STE 400MOBILE, AL 36608
Edgar EIN
263774145
Edgar Recent Filings
13F-HR2026-04-22 · 0002057318-26-000002
13F-HR2026-01-21 · 0001172661-26-000242
Fdic Zip Branches Raw
First Alabama BankMobile, AL
First Alabama BankMobile County, AL
Fdic Zip HHI
858.77
Fdic Zip Top Bank Share Pct
17.64
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI75,232
Returns5,560
Stub 2
AGI146,055
Returns4,070
Stub 3
AGI127,883
Returns2,090
Soi Zip Total Business Income
52,661
Soi Zip Total Cap Gains
153,920
Soi Zip Total Dividends
46,176
Soi Zip Total Returns
16,410
Top Owner CRD
7336141
Trust Company Affiliate
No

People (8)

8
Browning, Scott, L
Direct Owner · 17.5%
7336141
CARROLL, WAYNE, ALLEN
Direct Owner · 17.5%
5417401
Cummings, Stacy, T.
Direct Owner · 17.5%
7336144
JEFFRIES, JOHN
Direct Owner · 17.5%
6043353
JONES, ERIN, S.
Direct Owner · 17.5%
7336147
KINTZ, MICHAEL, JOHN
Direct Owner · 17.5%
5417349
BOWEN, GREG, ALAN
IAR · Executive Officer · 2.5%
4800198
DARIEL PORTER MURRAY
IAR
2891789