Mcmill Wealth Inc
- Regulatory AUM
- $862M
- Discretionary
- $862M
- Clients
- 5,656
- Avg AUM / client
- $152K
- Accounts
- 5,656
- Employees
- 50
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4,192 | $129M | 15.0% |
| High net worth individuals | 1,382 | $495M | 57.4% |
| Pension and profit sharing plans | 30 | $113M | 13.1% |
| Charitable organizations | 22 | $107M | 12.4% |
| Corporations and other businesses | 30 | $17.8M | 2.07% |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jared Matthew Faltys | Vice President | Oct 1999 (27y) | 50% – 75% | |
| Nathan Aubrey Raabe | Chief Compliance Officer | Jul 2008 (18y) | Less than 5% | |
| Clint Andrew Weeder | President | Jan 2016 (11y) | 25% – 50% | |
| Andrew John Steffensmeier | Treasurer & Secretary | Nov 2016 (10y) | 5% – 10% | |
| Stanley Del Christensen | Registered representative | Personal Financial Specialist | Mar 1999 (27y) | |
| Danny Ray Fuerhoff | Registered representative | Aug 1999 (27y) | ||
| Larry Edward Hilkemann | Registered representative | Personal Financial Specialist | Aug 1999 (27y) | |
| Lynn Eao Laible | Registered representative | Oct 1999 (27y) | ||
| Lynette Luann Pofahl | Registered representative | Jan 2000 (27y) | ||
| Sherri Lynn Christensen Prim | Registered representative | Sep 2004 (22y) | ||
| Kyle Andrew Koester | Registered representative | Apr 2015 (11y) | ||
| Lynndsy Jo Beckmann | Registered representative | Sep 2018 (8y) | ||
| Melissa Sue Holan | Registered representative | Dec 2018 (8y) | ||
| Ethan Michael Brozek | Registered representative | Sep 2021 (5y) | ||
| Carter Matthew Faltys | Registered representative | Apr 2023 (3y) | ||
| Jesus Omar Corrales | Registered representative | Oct 2023 (3y) | ||
| Trenton John Rengo | Registered representative | Apr 2025 (1y) | ||
| Mckenna Kristine Beckman | Registered representative | Sep 2025 (1y) |
Undisclosed: 0% – 20% 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) | 03/27/2026 | 1020 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $746M (87% 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 27, 2026.
View current Form ADV (SEC/IAPD) ↗