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

New Millennium Group

Independent wealth managerSandy, UtahCRD 299249SEC 801-120516websiteIAPD
Legal name New Millennium Group, LLC
Latest filing Apr 22, 2026
First filing on the tape Feb 11, 2021 · 23 filings
SEC status approved since Mar 15, 2021
RAUM
$257M
reported, Item 5.F
Discretionary
95%
of RAUM
Private clients
96%
$248M individuals and HNW
Advisors
13
registered through the firm on IAPD
RAUM per advisor
$19.8M
derived; firm RAUM over IAPD count
Employees
18
12 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$257M as of Apr 22, 2026
Feb 15, 2022$158M then
HNW client RAUM$86.1M as of Apr 22, 2026
Feb 15, 2022$40.6M then
State-registered IARs (5.B.3)12 as of Apr 22, 2026
Feb 15, 20226 then
Employees (5.A)18 as of Apr 22, 2026
Feb 15, 202215 then
Private funds: no history
RAUM +28% over the last fiscal year+31% a year over threeIARs 8 to 12
Practice profile
derived from the filing of Apr 22, 2026; every figure names its basis
Archetypes, each a printed rule
  • Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
RAUM per advisor
$19.8MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
68derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.3MderivedHNW RAUM over HNW clients
Average account
$124,525derivedRAUM over accounts (5.F.2.f)
Discretionary
95%derivedof RAUM
Institutional
2.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.4derivedItem 5.A over advisors
Advisors per office
3.3derived4 offices incl. principal (1.F.5)
RAUM growth, one year
+28%derivedbetween the last two annual amendments
Advisor growth, one year
+50%derivedItem 5.B.3 between annual amendments
Client growth, one year
+23%derived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, pension consulting, selection of other advisers, otherreportedItem 5.G
Custody
$8.3M, 775 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
  • is an insurance broker or agent (6.A.6)
  • 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)
  • has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Individuals$162M63%
  • High-net-worth individuals$86.1M34%
  • Pension and profit-sharing plans$6.2M2.4%
  • Corporations and businesses$3.1M1.2%
Individual clients
844reported
HNW clients
37reported
Pension plan clients
7reported
Charitable clients
n/areported
Accounts
2,064reported
Financial planning clients
1-10reported
Wrap fee programs
noreported
Custody of client assets
$8.3M for 775 clientsreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.96 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
13 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Derek Quinn OverstreetSandy, UtApr 2, 201927 y2
Tyler John GlazierSandy, UtOct 29, 201911 y0
Bryon PowellSandy, UtMay 4, 202114 y0
Collyn D KirrySandy, UtFeb 18, 202212 y0
Myles Benjaman OverstreetSandy, UtMay 9, 202210 y2
Liam Downing Sebastian ElliottSandy, UtNov 20, 202312 y0
Armand Michel OverstreetSandy, UtJan 30, 202413 y3
Koby T GlazierSandy, UtMar 12, 202536 y0
Huayi WangSandy, UtJun 5, 202510 y0
Brennon LundSandy, UtJul 9, 202513 y0
Thatcher Scott SchwendimanSandy, UtJan 28, 202612 y1
Remington Patrick AdamsSandy, UtFeb 10, 202610 y0
Matthew E GuzmanSpokane, Wa Mar 22, 202612 y0
Advisor movement
1 left, 1 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 7.7% of current headcount2 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • John Tyler Glazier · Ccocontrol
      since 08/2021 · owns less than 5%
    • John Tyler Glazier · Managing Membercontrol
      since 11/2023 · owns 25% to 50% of M.S.H. Enterprises I, LLC
    • D Collyn Kirry · Managing Membercontrol
      since 11/2023 · owns 75% or more of Suburban Ventures LLC
    • Quinn Derek Overstreet · Managing Membercontrol
      since 11/2023 · owns 75% or more of Firenze Investment Group, LLC
    Entity owners
    • Firenze Investment Group, LLC · Managing Member
      direct · owns 25% to 50%
    • M.S.H. Enterprises I, LLC · Managing Member
      direct · owns 50% to 75%
    • Suburban Ventures LLC · Managing Member
      indirect · owns 50% to 75% of M.S.H. Enterprises I, LLC
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Sandy, Ut · principal1331
    Offices
    Schedule D 1.F, the 25 largest
    • St. George, UT2 employees
    • Clearfield, UT1 employees
    ADV anomalies
    1 against comparable advisers; where to look, not conclusions
    • advisor count surgeChange between filings · filing Apr 22, 2026
      advisory representatives (Item 5.B.3) moved from 8.0 to 12.0 (+50.0%) between the annual amendments of 2025-04-23 and 2026-04-22; the peer median change was 0.0% (965 comparable advisers, 97.0th percentile of changes)
      peers: independent wealth managers, $100M to $500M (965) · 97% percentile
    How anomalies are measured
    What changed
    consecutive filings, newest first
    • Accounts · 2,712 to 2,064
      Dec 10, 2025 to Feb 26, 2026
    • Advisory employees · 8 to 12
      Dec 10, 2025 to Feb 26, 2026
    • Corporate clients · unset to 7.0
      Dec 10, 2025 to Feb 26, 2026
    • HNW clients · 27 to 37
      Dec 10, 2025 to Feb 26, 2026
    • Individual clients · 691 to 844
      Dec 10, 2025 to Feb 26, 2026
    • Pension plan clients · unset to 7.0
      Dec 10, 2025 to Feb 26, 2026
    • Assets in custody · $70.5M to $8.3M
      Dec 10, 2025 to Feb 26, 2026
    • State-registered IARs · 8 to 12
      Dec 10, 2025 to Feb 26, 2026
    • Discretionary RAUM · $189M to $244M
      Dec 10, 2025 to Feb 26, 2026
    • HNW RAUM · $67.5M to $86.1M
      Dec 10, 2025 to Feb 26, 2026
    • Individual RAUM · $133M to $162M
      Dec 10, 2025 to Feb 26, 2026
    • Non-discretionary RAUM · $11.5M to $12.6M
      Dec 10, 2025 to Feb 26, 2026
    • Pension RAUM · unset to 6213221.0
      Dec 10, 2025 to Feb 26, 2026
    • RAUM · $201M to $257M
      Dec 10, 2025 to Feb 26, 2026
    • Financial planning clients · 1-10 to 1-10
      Jan 24, 2025 to Apr 23, 2025
    • Accounts · 683 to 2,712
      Apr 24, 2024 to Jan 24, 2025
    • HNW clients · 21 to 27
      Apr 24, 2024 to Jan 24, 2025
    • Individual clients · 662 to 691
      Apr 24, 2024 to Jan 24, 2025
    • Employees · 15 to 18
      Apr 24, 2024 to Jan 24, 2025
    • Financial planning clients · 0 to 1-10
      Apr 24, 2024 to Jan 24, 2025
    • Other offices · 2 to 3
      Apr 24, 2024 to Jan 24, 2025
    • Discretionary RAUM · $144M to $189M
      Apr 24, 2024 to Jan 24, 2025
    • HNW RAUM · $52.8M to $67.5M
      Apr 24, 2024 to Jan 24, 2025
    • Individual RAUM · $91.7M to $133M
      Apr 24, 2024 to Jan 24, 2025
    • Non-discretionary RAUM · $0 to $11.5M
      Apr 24, 2024 to Jan 24, 2025
    • RAUM · $144M to $201M
      Apr 24, 2024 to Jan 24, 2025
    • Accounts · 1,325 to 683
      Dec 21, 2023 to Feb 2, 2024
    • Advisory employees · 7 to 8
      Dec 21, 2023 to Feb 2, 2024
    • HNW clients · 16 to 21
      Dec 21, 2023 to Feb 2, 2024
    • Assets in custody · $58.8M to $70.5M
      Dec 21, 2023 to Feb 2, 2024
    • Employees · 13 to 15
      Dec 21, 2023 to Feb 2, 2024
    • Financial planning clients · More than 500 to 0
      Dec 21, 2023 to Feb 2, 2024
    • State-registered IARs · 7 to 8
      Dec 21, 2023 to Feb 2, 2024
    • Discretionary RAUM · $114M to $144M
      Dec 21, 2023 to Feb 2, 2024
    • HNW RAUM · $37.7M to $52.8M
      Dec 21, 2023 to Feb 2, 2024
    • Individual RAUM · $76.7M to $91.7M
      Dec 21, 2023 to Feb 2, 2024
    • RAUM · $114M to $144M
      Dec 21, 2023 to Feb 2, 2024
    • Accounts · 1,477 to 1,325
      Oct 10, 2022 to Feb 15, 2023
    • Advisory employees · 6 to 7
      Oct 10, 2022 to Feb 15, 2023
    • Advisory activities · 4 to 5
      Oct 10, 2022 to Feb 15, 2023
    Signals
    10 dated events
    • Tyler Alan Miller left New Millennium Group for Foundations Investment Advisors Llc (registered 2026-01-27)
      Jan 22, 2026 · Advisor changed firm · fact
    • Carisa Bertrand left New Millennium Group for Scf Investment Advisors, Inc. (registered 2024-02-07)
      Feb 7, 2024 · Advisor changed firm · fact
    • D Collyn Kirry (Managing Member) appeared on Schedule A of New Millennium Group
      Dec 21, 2023 · Control person joined · fact
    • Jason Michael Abbamonte left New Millennium Group for Citizens Securities, Inc. (registered 2022-07-27)
      Jul 18, 2022 · Advisor changed firm · fact
    • Collin Mckenzie Stauffer left New Millennium Group for Teton Wealth Group Llc (registered 2022-05-09)
      Apr 22, 2022 · Advisor changed firm · fact
    • Brandon Paul Wyatt left New Millennium Group for Teton Wealth Group Llc (registered 2022-05-19)
      Apr 22, 2022 · Advisor changed firm · fact
    • Manuel Rene Negron left New Millennium Group for Teton Wealth Group Llc (registered 2022-05-09)
      Apr 12, 2022 · Advisor changed firm · fact
    • 3 advisors left New Millennium Group (Sandy, UT) for Teton Wealth Group LLC within 10 days
      Apr 12, 2022 · Team lift-out · derived
    • John Tyler Glazier (Cco) appeared on Schedule A of New Millennium Group
      Aug 11, 2021 · Control person joined · fact
    • New Millennium Group filed its initial SEC registration (Form ADV)
      Feb 11, 2021 · 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 phone
    385-695-3687reportedpublished by the firm, firm site, Sep 15, 2026
    Business phone
    435-767-0064reportedpublished by the firm, firm site, Sep 15, 2026
    Business phone
    509-508-4346reportedpublished by the firm, firm site, Sep 15, 2026
    Firm profile
    linkedin.com/company/new-millennium-group-inc-reportedpublic record, Form ADV, Sep 18, 2026
    Website
    yournewmillenniumgroup.comreportedpublic record, Form ADV, Sep 18, 2026
    Principal office phone
    801-446-9950reportedpublic record, Form ADV, Apr 22, 2026
    Team page
    yournewmillenniumgroup.com/our-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
    $19.8Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026