Levi G Sanchez
Investment adviser representative at Millennial Wealth
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$278.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Millennial Wealth LLCSep 2017 to now
- UnemployedJun 2017 to Aug 2017
- Merrill LynchMay 2014 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Millennial Wealth
Legal name: Millennial Wealth LLC
$278.7MAssets managed
229Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6342619
- Firm CRD
- 289970