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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

NEW MILLENNIUM GROUP

NEW MILLENNIUM GROUP, LLC, CRD 299249

SANDY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:02062cec-27d9-ed20-347d-5d3ad2a75f03

Data as of Apr 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 29
Dated events: 10
On other graphs: 0
Observed: Feb 11, 2021 to Apr 22, 2026
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $257MItem 5.F on the latest filing (2026-04-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $244M
Private client RAUM: $248MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 13
RAUM per advisor: $19.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 18
Advisory employees: 12
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 2,064
Individual clients: 844
High net worth clients: 37
Custody, client assets: $8.3M
SEC number: 801-120516
CRD: 299249
Filings on the tape: 23
First filed: Feb 11, 2021
Latest filed: Apr 22, 2026
Organised: Limited Liability Company, UT

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DEREK QUINN OVERSTREET	n/a	SANDY, UT	7	27	2	no
Tyler John Glazier	n/a	SANDY, UT	6	11	n/a	no
BRYON POWELL	n/a	SANDY, UT	5	14	n/a	no
Collyn D Kirry	n/a	SANDY, UT	4	12	n/a	no
Myles Benjaman Overstreet	n/a	SANDY, UT	4	10	2	no
LIAM DOWNING SEBASTIAN ELLIOTT	n/a	SANDY, UT	2	12	n/a	no
ARMAND MICHEL OVERSTREET	n/a	SANDY, UT	2	13	3	no
Koby T Glazier	n/a	SANDY, UT	1	36	n/a	no
Huayi Wang	n/a	SANDY, UT	1	10	n/a	no
Brennon Lund	n/a	SANDY, UT	1	13	n/a	no
Thatcher Scott Schwendiman	n/a	SANDY, UT	0	12	1	no
Remington Patrick Adams	n/a	SANDY, UT	0	10	n/a	no
Matthew E Guzman	n/a	Spokane, WA \| SANDY, UT	0	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FIRENZE INVESTMENT GROUP, LLC	MANAGING MEMBER	C	yes	12/2023	Dec 21, 2023	Apr 24, 2024
Glazier, Tyler, John	MANAGING MEMBER	C	yes	11/2023	Aug 11, 2021	Apr 24, 2024
Glazier, Tyler, John	Cco	Na	yes	08/2021	Aug 11, 2021	Apr 24, 2024
Kirry, Collyn, D	MANAGING MEMBER	E	yes	11/2023	Dec 21, 2023	Apr 24, 2024
M.S.H. ENTERPRISES I, LLC	MANAGING MEMBER	D	yes	12/2023	Dec 21, 2023	Apr 24, 2024
OVERSTREET, DEREK, QUINN	MANAGING MEMBER	E	yes	11/2023	Feb 11, 2021	Apr 24, 2024
SUBURBAN VENTURES LLC	MANAGING MEMBER	D	yes	11/2023	Dec 21, 2023	Apr 24, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
ST. GEORGE	Ut	United States	2	no
Clearfield	Ut	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 5 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 22, 2026	$257M	$244M	18	12	3	n/a	n/a
2024	Apr 23, 2025	$201M	$189M	18	8	3	n/a	n/a
2023	Feb 2, 2024	$144M	$144M	15	8	2	n/a	n/a
2022	Feb 15, 2023	$114M	$114M	13	7	2	n/a	n/a
2021	Feb 15, 2022	$158M	$158M	15	6	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	7.7%	0	0	0	2	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$257M	$201M	28.1%	$114M	31.0%	18	18	3	3

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
TETON WEALTH GROUP LLC	3	Apr 12, 2022	May 19, 2022	SANDY, UT	Team lift out	RIA to RIA	42.9%

Relationships

Registered with (19)

← Matthew E GuzmanAdvisorregistration: current employment
Mar 22, 2026 to presentfactForm ADV
← Remington Patrick AdamsAdvisorregistration: current employment
Feb 10, 2026 to presentfactForm ADV
← Thatcher Scott SchwendimanAdvisorregistration: current employment
Jan 28, 2026 to presentfactForm ADV
← Brennon LundAdvisorregistration: current employment
Jul 9, 2025 to presentfactForm ADV
← Huayi WangAdvisorregistration: current employment
Jun 5, 2025 to presentfactForm ADV
← Koby T GlazierAdvisorregistration: current employment
Mar 12, 2025 to presentfactForm ADV
← ARMAND MICHEL OVERSTREETAdvisorregistration: previous registration
Aug 14, 2020 to Mar 15, 2021factForm ADV
← LIAM DOWNING SEBASTIAN ELLIOTTAdvisorregistration: current employment
Nov 20, 2023 to presentfactForm ADV
← Myles Benjaman OverstreetAdvisorregistration: previous registration
Jan 25, 2021 to Mar 15, 2021factForm ADV
← Collyn D KirryAdvisorregistration: current employment
Feb 18, 2022 to presentfactForm ADV
← BRYON POWELLAdvisorregistration: current employment
May 4, 2021 to presentfactForm ADV
← Tyler John GlazierAdvisorregistration: current employment
Oct 29, 2019 to presentfactForm ADV
← DEREK QUINN OVERSTREETAdvisorregistration: current employment
Apr 2, 2019 to presentfactForm ADV
← TYLER ALAN MILLERAdvisorregistration: previous registration
Jun 28, 2023 to Jan 22, 2026factForm ADV
← Carisa BertrandAdvisorregistration: previous registration
Aug 2, 2022 to Feb 7, 2024factForm ADV
← JASON MICHAEL ABBAMONTEAdvisorregistration: previous registration
Jul 6, 2022 to Jul 18, 2022factForm ADV
← COLLIN MCKENZIE STAUFFERAdvisorregistration: previous registration
Jul 31, 2020 to Apr 22, 2022factForm ADV
← BRANDON PAUL WYATTAdvisorregistration: previous registration
Jul 26, 2021 to Apr 22, 2022factForm ADV
← MANUEL RENE NEGRONAdvisorregistration: previous registration
Apr 13, 2020 to Apr 12, 2022factForm ADV

Controls (6)

← OVERSTREET, DEREK, QUINNOwnerMANAGING MEMBER, ownership code E, individual
Feb 11, 2021 to Apr 24, 2024factForm ADV
← Glazier, Tyler, JohnOwnerMANAGING MEMBER, ownership code C, individual
Aug 11, 2021 to Apr 24, 2024factForm ADV
← Kirry, Collyn, DOwnerMANAGING MEMBER, ownership code E, individual
Dec 21, 2023 to Apr 24, 2024factForm ADV
← FIRENZE INVESTMENT GROUP, LLCOwnerMANAGING MEMBER, ownership code C, domestic entity
Dec 21, 2023 to Apr 24, 2024factForm ADV
← M.S.H. ENTERPRISES I, LLCOwnerMANAGING MEMBER, ownership code D, domestic entity
Dec 21, 2023 to Apr 24, 2024factForm ADV
← SUBURBAN VENTURES LLCOwnerMANAGING MEMBER, ownership code D, domestic entity
Dec 21, 2023 to Apr 24, 2024factForm ADV

Moved with (1)

→ TETON WEALTH GROUP LLCRegistered adviser3 advisors, team lift out
Apr 12, 2022 to May 19, 2022factForm ADV

Dated events

Occurred
Jan 22, 2026
Advisor changed firm
Tyler Alan Miller left New Millennium Group for Foundations Investment Advisors Llc (registered 2026-01-27)
Form ADVobserved 5 days ago
Occurred
Feb 7, 2024
Advisor changed firm
Carisa Bertrand left New Millennium Group for Scf Investment Advisors, Inc. (registered 2024-02-07)
Form ADVobserved 5 days ago
Occurred
Dec 21, 2023
Control person joined
D Collyn Kirry (Managing Member) appeared on Schedule A of New Millennium Group
Form ADVobserved 5 days ago
Occurred
Jul 18, 2022
Advisor changed firm
Jason Michael Abbamonte left New Millennium Group for Citizens Securities, Inc. (registered 2022-07-27)
Form ADVobserved 5 days ago
Occurred
Apr 22, 2022
Advisor changed firm
Collin Mckenzie Stauffer left New Millennium Group for Teton Wealth Group Llc (registered 2022-05-09)
Form ADVobserved 5 days ago
Occurred
Apr 22, 2022
Advisor changed firm
Brandon Paul Wyatt left New Millennium Group for Teton Wealth Group Llc (registered 2022-05-19)
Form ADVobserved 5 days ago
Occurred
Apr 12, 2022
Team lift-out
3 advisors left New Millennium Group (Sandy, UT) for Teton Wealth Group LLC within 10 days
Form ADVobserved 5 days ago
3 advisors
Occurred
Apr 12, 2022
Advisor changed firm
Manuel Rene Negron left New Millennium Group for Teton Wealth Group Llc (registered 2022-05-09)
Form ADVobserved 5 days ago
Occurred
Aug 11, 2021
Control person joined
John Tyler Glazier (Cco) appeared on Schedule A of New Millennium Group
Form ADVobserved 5 days ago
Occurred
Feb 11, 2021
First Form ADV filing
New Millennium Group filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:02062cec-27d9-ed20-347d-5d3ad2a75f03
First observed: Feb 11, 2021
Last observed: Apr 22, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NEW MILLENNIUM GROUP

NEW MILLENNIUM GROUP, LLC, CRD 299249

SANDY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:02062cec-27d9-ed20-347d-5d3ad2a75f03

Data as of Apr 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:42 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DEREK QUINN OVERSTREET

n/a

SANDY, UT

Tyler John Glazier

n/a

SANDY, UT

n/a

BRYON POWELL

n/a

SANDY, UT

n/a

Collyn D Kirry

n/a

SANDY, UT

n/a

Myles Benjaman Overstreet

n/a

SANDY, UT

LIAM DOWNING SEBASTIAN ELLIOTT

n/a

SANDY, UT

n/a

ARMAND MICHEL OVERSTREET

n/a

SANDY, UT

Koby T Glazier

n/a

SANDY, UT

n/a

Huayi Wang

n/a

SANDY, UT

n/a

Brennon Lund

n/a

SANDY, UT

n/a

Thatcher Scott Schwendiman

n/a

SANDY, UT

Remington Patrick Adams

n/a

SANDY, UT

n/a

Matthew E Guzman

n/a

Spokane, WA | SANDY, UT

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FIRENZE INVESTMENT GROUP, LLC

MANAGING MEMBER

yes

12/2023

Dec 21, 2023

Apr 24, 2024

Glazier, Tyler, John

MANAGING MEMBER

yes

11/2023

Aug 11, 2021

Apr 24, 2024

Glazier, Tyler, John

Cco

yes

08/2021

Aug 11, 2021

Apr 24, 2024

Kirry, Collyn, D

MANAGING MEMBER

yes

11/2023

Dec 21, 2023

Apr 24, 2024

M.S.H. ENTERPRISES I, LLC

MANAGING MEMBER

yes

12/2023

Dec 21, 2023

Apr 24, 2024

OVERSTREET, DEREK, QUINN

MANAGING MEMBER

yes

11/2023

Feb 11, 2021

Apr 24, 2024

SUBURBAN VENTURES LLC

MANAGING MEMBER

yes

11/2023

Dec 21, 2023

Apr 24, 2024

City

State

Country

Employees

Also broker-dealer

ST. GEORGE

United States

Clearfield

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 22, 2026

$257M

$244M

n/a

2024

Apr 23, 2025

$201M

$189M

n/a

2023

Feb 2, 2024

$144M

n/a

2022

Feb 15, 2023

$114M

n/a

2021

Feb 15, 2022

$158M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

7.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$257M

$201M

28.1%

$114M

31.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

TETON WEALTH GROUP LLC

Apr 12, 2022

May 19, 2022

SANDY, UT

Team lift out

RIA to RIA

42.9%