DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Wilkins Miller Wealth Management, LLC
Latest filing Mar 25, 2026
First filing on the tape May 24, 2022 · 5 filings
SEC status approved since Jun 23, 2022
RAUM
$257M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
82%
$212M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$129M
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$257M as of Mar 25, 2026
Jan 30, 2023$157M then
HNW client RAUM$188M as of Mar 25, 2026
Jan 30, 2023$113M then
State-registered IARs (5.B.3)1 as of Mar 25, 2026
Jan 30, 20232 then
Employees (5.A)3 as of Mar 25, 2026
Jan 30, 20233 then
Private funds: no history
RAUM +17% over the last fiscal year+18% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Mar 25, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $129MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 89derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.4MderivedHNW RAUM over HNW clients
- Average account
- $538,685derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 18%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 1.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -46%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
- Custody
- $257M, 195 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$188M73%
- Pension and profit-sharing plans$45.1M18%
- Individuals$24.6M9.6%
- Charitable organizations$62,0540.0%
- Individual clients
- 99reported
- HNW clients
- 79reported
- Pension plan clients
- 16reported
- Charitable clients
- 1reported
- Accounts
- 478reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- $257M for 195 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.82 fund_share=0.0 institutional_share=0.18 related_bd=false related_bank=false bd_reps=1.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Greg Alan BowenCertified Financial Planner | Mobile, Al | Nov 24, 2012 | 22 y | 2 |
| Dariel Porter Murray | Mobile, Al | Feb 25, 2025 | 29 y | 2 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Frank R Smith to Bankplus Wealth AdvisorsMay 12, 2023 · RIA to RIA
Joined, latest
- Dariel Porter Murray from 1st Global Advisors IncFeb 25, 2025 · Other
- Greg Alan Bowen from 1st Global Advisors IncNov 24, 2012 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Alan Greg Bowen · Chief Compliance Officercontrolsince 11/2008 · owns less than 5%
- Patricia Bessonen · Membersince 11/2008 · owns 10% to 25%
- L Scott Browning · Membersince 01/2021 · owns 10% to 25%
- Allen Wayne Carroll · Membersince 11/2008 · owns 10% to 25%
- T. Stacy Cummings · Membersince 01/2021 · owns 10% to 25%
- John Jeffries · Membersince 11/2008 · owns 10% to 25%
- S. Erin Jones · Membersince 01/2021 · owns 10% to 25%
- John Michael Kintz · Membersince 11/2008 · owns 10% to 25%
Related persons
Schedule D 7.A
- Wilkins Miller, LLCinsurancen
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Mobile, Al · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Fairhope, AL2 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- clients down average size upCombination · filing Mar 25, 2026private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $220,080,000 to $257,491,633, advisors 1 to 1, private clients 331 to 178, offices 1 to 1 (2025-02-12 to 2026-03-25)peers: independent wealth managers, $100M to $500M (5,676)
- client count collapseChange between filings · filing Mar 25, 2026individual and HNW clients (Item 5.D) moved from 331.0 to 178.0 (-46.0%) between the annual amendments of 2025-02-12 and 2026-03-25; the peer median change was +3.0% (3310 comparable advisers, 2.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,310) · 1.9% percentile
What changed
consecutive filings, newest first
- Accounts · 521 to 478Feb 12, 2025 to Mar 25, 2026
- Charity clients · unset to 1.0Feb 12, 2025 to Mar 25, 2026
- Corporate clients · 4.0 to unsetFeb 12, 2025 to Mar 25, 2026
- HNW clients · 99 to 79Feb 12, 2025 to Mar 25, 2026
- Individual clients · 232 to 99Feb 12, 2025 to Mar 25, 2026
- Pension plan clients · 15 to 16Feb 12, 2025 to Mar 25, 2026
- Assets in custody · $220M to $257MFeb 12, 2025 to Mar 25, 2026
- Financial planning clients · 51-100 to 11-25Feb 12, 2025 to Mar 25, 2026
- Discretionary RAUM · $220M to $257MFeb 12, 2025 to Mar 25, 2026
- HNW RAUM · $169M to $188MFeb 12, 2025 to Mar 25, 2026
- Individual RAUM · $16.2M to $24.6MFeb 12, 2025 to Mar 25, 2026
- Pension RAUM · $35.1M to $45.1MFeb 12, 2025 to Mar 25, 2026
- RAUM · $220M to $257MFeb 12, 2025 to Mar 25, 2026
- Accounts · 281 to 521Feb 1, 2024 to Feb 12, 2025
- Advisory employees · 1 to 2Feb 1, 2024 to Feb 12, 2025
- Corporate clients · 3 to 4Feb 1, 2024 to Feb 12, 2025
- HNW clients · 75 to 99Feb 1, 2024 to Feb 12, 2025
- Individual clients · 112 to 232Feb 1, 2024 to Feb 12, 2025
- Pension plan clients · 8 to 15Feb 1, 2024 to Feb 12, 2025
- Assets in custody · $184M to $220MFeb 1, 2024 to Feb 12, 2025
- Financial planning clients · 51-100 to 51-100Feb 1, 2024 to Feb 12, 2025
- State-registered IARs · 2 to 1Feb 1, 2024 to Feb 12, 2025
- Discretionary RAUM · $184M to $220MFeb 1, 2024 to Feb 12, 2025
- HNW RAUM · $129M to $169MFeb 1, 2024 to Feb 12, 2025
- Individual RAUM · $27.6M to $16.2MFeb 1, 2024 to Feb 12, 2025
- Pension RAUM · $27.5M to $35.1MFeb 1, 2024 to Feb 12, 2025
- RAUM · $184M to $220MFeb 1, 2024 to Feb 12, 2025
- Accounts · 359 to 281Jan 30, 2023 to Feb 1, 2024
- Advisory employees · 2 to 1Jan 30, 2023 to Feb 1, 2024
- Corporate clients · unset to 3.0Jan 30, 2023 to Feb 1, 2024
- HNW clients · 71 to 75Jan 30, 2023 to Feb 1, 2024
- Individual clients · 107 to 112Jan 30, 2023 to Feb 1, 2024
- Assets in custody · $63.4M to $184MJan 30, 2023 to Feb 1, 2024
- Discretionary RAUM · $157M to $184MJan 30, 2023 to Feb 1, 2024
- HNW RAUM · $113M to $129MJan 30, 2023 to Feb 1, 2024
- Individual RAUM · $20.5M to $27.6MJan 30, 2023 to Feb 1, 2024
- Pension RAUM · $23.3M to $27.5MJan 30, 2023 to Feb 1, 2024
- RAUM · $157M to $184MJan 30, 2023 to Feb 1, 2024
- Accounts · 342 to 359May 24, 2022 to Jan 30, 2023
- Advisory employees · 4 to 2May 24, 2022 to Jan 30, 2023
Signals
2 dated events
- Frank R Smith left Wilkins Miller Wealth Management, Llc for Bankplus Wealth Advisors (registered 2023-05-24)May 12, 2023 · Advisor changed firm · fact
- Wilkins Miller Wealth Management, Llc filed its initial SEC registration (Form ADV)May 24, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- tdill@wmwealthmgt.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 251-410-6700reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 251-410-6710reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 251-410-6715reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- WMWEALTHMGT.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 251-410-6700reportedpublic record, Form ADV, Mar 25, 2026
- Contact form
- wmwealthmgt.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- wmwealthmgt.com/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $129Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026